See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,563 | $81,625+20.8% | $58,482+68.5% | $139,434-29.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 33.11% | 7404.20%-7371.1pp | 4239.32%-4206.2pp | 372.94%-339.8pp |
| Employer contribution / active EE | $2,218 | $1,398+58.6% | $1,053+110.5% | $4,751-53.3% |
| Participant deferral / active EE | $12,979 | $2,557+407.6% | $1,924+574.6% | $6,710+93.4% |
| Admin fee / account holder | $897 | $3,265-72.5% | $2,516-64.4% | $11,403-92.1% |