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 | $99,866 | $171,865-41.9% | $149,718-33.3% | $147,584-32.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.34% | 2113.22%-2094.9pp | 1501.63%-1483.3pp | 578.55%-560.2pp |
| Employer contribution / active EE | $2,020 | $6,275-67.8% | $5,445-62.9% | $4,876-58.6% |
| Participant deferral / active EE | $4,464 | $7,271-38.6% | $6,569-32.0% | $5,439-17.9% |
| Admin fee / account holder | $24,627 | $13,799+78.5% | $11,283+118.3% | $10,885+126.2% |