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 | $182,353 | $150,440+21.2% | $136,294+33.8% | $147,584+23.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.72% | 1049.08%-1035.4pp | 5155.94%-5142.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $3,514 | $5,256-33.1% | $4,695-25.2% | $4,876-27.9% |
| Participant deferral / active EE | $7,623 | $6,630+15.0% | $6,247+22.0% | $5,439+40.2% |
| Admin fee / account holder | $39,888 | $10,905+265.8% | $9,243+331.5% | $10,885+266.4% |