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 | $175,004 | $150,440+16.3% | $136,294+28.4% | $147,584+18.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.40% | 1049.08%-1025.7pp | 5155.94%-5132.5pp | 578.55%-555.1pp |
| Employer contribution / active EE | $4,220 | $5,256-19.7% | $4,695-10.1% | $4,876-13.5% |
| Participant deferral / active EE | $8,551 | $6,630+29.0% | $6,247+36.9% | $5,439+57.2% |
| Admin fee / account holder | $6,893 | $10,905-36.8% | $9,243-25.4% | $10,885-36.7% |