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 | $113,641 | $100,852+12.7% | $90,404+25.7% | $158,922-28.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.18% | 1724.20%-1715.0pp | 1293.02%-1283.8pp | 302.83%-293.7pp |
| Employer contribution / active EE | $16,746 | $3,689+354.0% | $3,262+413.4% | $4,761+251.7% |
| Participant deferral / active EE | $9,479 | $4,348+118.0% | $3,963+139.2% | $5,982+58.5% |
| Admin fee / account holder | $5,746 | $6,501-11.6% | $5,611+2.4% | $11,246-48.9% |