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 | $136,896 | $171,865-20.3% | $149,718-8.6% | $147,584-7.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.61% | 2113.22%-2096.6pp | 1501.63%-1485.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $17,925 | $6,275+185.6% | $5,445+229.2% | $4,876+267.6% |
| Participant deferral / active EE | $6,494 | $7,271-10.7% | $6,569-1.1% | $5,439+19.4% |
| Admin fee / account holder | $3,820 | $13,799-72.3% | $11,283-66.1% | $10,885-64.9% |