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 | $86,378 | $150,440-42.6% | $136,294-36.6% | $147,584-41.5% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 143.48% | 1049.08%-905.6pp | 5155.94%-5012.5pp | 578.55%-435.1pp |
| Employer contribution / active EE | $3,023 | $5,256-42.5% | $4,695-35.6% | $4,876-38.0% |
| Participant deferral / active EE | $5,826 | $6,630-12.1% | $6,247-6.7% | $5,439+7.1% |
| Admin fee / account holder | $84,145 | $10,905+671.6% | $9,243+810.3% | $10,885+673.0% |