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 | $41,286 | $88,751-53.5% | $81,812-49.5% | $145,922-71.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 98.48% | 1025.40%-926.9pp | 773.79%-675.3pp | 561.29%-462.8pp |
| Employer contribution / active EE | $4,841 | $3,083+57.0% | $2,912+66.2% | $4,660+3.9% |
| Participant deferral / active EE | $4,174 | $4,643-10.1% | $4,319-3.4% | $6,688-37.6% |
| Admin fee / account holder | $5,816 | $8,415-30.9% | $7,386-21.3% | $13,397-56.6% |