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 | $197,726 | $111,724+77.0% | $93,606+111.2% | $145,922+35.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 130.91% | 202.98%-72.1pp | 133.20%-2.3pp | 561.29%-430.4pp |
| Employer contribution / active EE | $3,364 | $3,090+8.9% | $2,420+39.0% | $4,660-27.8% |
| Participant deferral / active EE | $6,727 | $4,912+36.9% | $4,411+52.5% | $6,688+0.6% |
| Admin fee / account holder | $40,074 | $10,250+291.0% | $8,285+383.7% | $13,397+199.1% |