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 | $110,560 | $150,440-26.5% | $136,294-18.9% | $147,584-25.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.47% | 1049.08%-1038.6pp | 5155.94%-5145.5pp | 578.55%-568.1pp |
| Employer contribution / active EE | $3,426 | $5,256-34.8% | $4,695-27.0% | $4,876-29.7% |
| Participant deferral / active EE | $7,000 | $6,630+5.6% | $6,247+12.1% | $5,439+28.7% |
| Admin fee / account holder | $46,451 | $10,905+325.9% | $9,243+402.5% | $10,885+326.7% |