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 | $149,469 | $171,865-13.0% | $149,718-0.2% | $147,584+1.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.71% | 2113.22%-2101.5pp | 1501.63%-1489.9pp | 578.55%-566.8pp |
| Employer contribution / active EE | $2,969 | $6,275-52.7% | $5,445-45.5% | $4,876-39.1% |
| Participant deferral / active EE | $8,229 | $7,271+13.2% | $6,569+25.3% | $5,439+51.3% |
| Admin fee / account holder | $1,098 | $13,799-92.0% | $11,283-90.3% | $10,885-89.9% |