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 | $177,236 | $226,064-21.6% | $182,532-2.9% | $152,861+15.9% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 20.58% | 192.51%-171.9pp | 148.54%-128.0pp | 345.32%-324.7pp |
| Employer contribution / active EE | $12,000 | $4,978+141.0% | $4,076+194.4% | $4,762+152.0% |
| Participant deferral / active EE | $3,000 | $6,368-52.9% | $5,524-45.7% | $5,850-48.7% |
| Admin fee / account holder | $597 | $10,703-94.4% | $8,592-93.1% | $11,596-94.9% |