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 | $182,240 | $150,440+21.1% | $136,294+33.7% | $147,584+23.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.38% | 1049.08%-1032.7pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $4,023 | $5,256-23.5% | $4,695-14.3% | $4,876-17.5% |
| Participant deferral / active EE | $9,162 | $6,630+38.2% | $6,247+46.7% | $5,439+68.5% |
| Admin fee / account holder | $371 | $10,905-96.6% | $9,243-96.0% | $10,885-96.6% |