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 | $115,228 | $109,817+4.9% | $98,442+17.1% | $167,490-31.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.73% | 1956.69%-1944.0pp | 1492.73%-1480.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $10,779 | $3,224+234.4% | $2,960+264.2% | $4,837+122.8% |
| Participant deferral / active EE | $9,624 | $4,673+105.9% | $4,276+125.1% | $6,341+51.8% |
| Admin fee / account holder | $794 | $6,753-88.2% | $5,949-86.7% | $12,309-93.5% |