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 | $103,992 | $171,865-39.5% | $149,718-30.5% | $147,584-29.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.17% | 2113.22%-2101.0pp | 1501.63%-1489.5pp | 578.55%-566.4pp |
| Employer contribution / active EE | $4,370 | $6,275-30.4% | $5,445-19.7% | $4,876-10.4% |
| Participant deferral / active EE | $6,288 | $7,271-13.5% | $6,569-4.3% | $5,439+15.6% |
| Admin fee / account holder | $8,576 | $13,799-37.9% | $11,283-24.0% | $10,885-21.2% |