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 | $204,261 | $150,440+35.8% | $136,294+49.9% | $147,584+38.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 44.52% | 1049.08%-1004.6pp | 5155.94%-5111.4pp | 578.55%-534.0pp |
| Employer contribution / active EE | $4,545 | $5,256-13.5% | $4,695-3.2% | $4,876-6.8% |
| Participant deferral / active EE | $7,351 | $6,630+10.9% | $6,247+17.7% | $5,439+35.2% |
| Admin fee / account holder | $521 | $10,905-95.2% | $9,243-94.4% | $10,885-95.2% |