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 | $119,221 | $90,600+31.6% | $79,464+50.0% | $135,375-11.9% |
| Participation rate | 77.8% | 76.0%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | 121.54% | 977.43%-855.9pp | 718.14%-596.6pp | 519.73%-398.2pp |
| Employer contribution / active EE | $4,890 | $3,068+59.4% | $2,800+74.6% | $4,779+2.3% |
| Participant deferral / active EE | $4,598 | $4,050+13.5% | $3,704+24.1% | $5,609-18.0% |
| Admin fee / account holder | $174,033 | $5,907+2846.3% | $5,113+3303.8% | $10,827+1507.4% |