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 | $83,731 | $150,440-44.3% | $136,294-38.6% | $147,584-43.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 295.20% | 1049.08%-753.9pp | 5155.94%-4860.7pp | 578.55%-283.3pp |
| Employer contribution / active EE | $4,035 | $5,256-23.2% | $4,695-14.1% | $4,876-17.2% |
| Participant deferral / active EE | $8,233 | $6,630+24.2% | $6,247+31.8% | $5,439+51.4% |
| Admin fee / account holder | $604 | $10,905-94.5% | $9,243-93.5% | $10,885-94.5% |