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 | $122,991 | $150,440-18.2% | $136,294-9.8% | $147,584-16.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.21% | 1049.08%-1036.9pp | 5155.94%-5143.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $3,185 | $5,256-39.4% | $4,695-32.2% | $4,876-34.7% |
| Participant deferral / active EE | $8,538 | $6,630+28.8% | $6,247+36.7% | $5,439+57.0% |
| Admin fee / account holder | $46,024 | $10,905+322.0% | $9,243+397.9% | $10,885+322.8% |