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 | $183,213 | $150,440+21.8% | $136,294+34.4% | $147,584+24.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 24.48% | 1049.08%-1024.6pp | 5155.94%-5131.5pp | 578.55%-554.1pp |
| Employer contribution / active EE | $3,732 | $5,256-29.0% | $4,695-20.5% | $4,876-23.5% |
| Participant deferral / active EE | $9,531 | $6,630+43.7% | $6,247+52.6% | $5,439+75.2% |
| Admin fee / account holder | $444 | $10,905-95.9% | $9,243-95.2% | $10,885-95.9% |