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 | $85,188 | $150,440-43.4% | $136,294-37.5% | $147,584-42.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 29.42% | 1049.08%-1019.7pp | 5155.94%-5126.5pp | 578.55%-549.1pp |
| Employer contribution / active EE | $6,479 | $5,256+23.3% | $4,695+38.0% | $4,876+32.9% |
| Participant deferral / active EE | $10,751 | $6,630+62.1% | $6,247+72.1% | $5,439+97.7% |
| Admin fee / account holder | $3,456 | $10,905-68.3% | $9,243-62.6% | $10,885-68.3% |