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 | $127,362 | $171,865-25.9% | $149,718-14.9% | $147,584-13.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.37% | 2113.22%-2100.8pp | 1501.63%-1489.3pp | 578.55%-566.2pp |
| Employer contribution / active EE | $2,787 | $6,275-55.6% | $5,445-48.8% | $4,876-42.8% |
| Participant deferral / active EE | $6,156 | $7,271-15.3% | $6,569-6.3% | $5,439+13.2% |
| Admin fee / account holder | $3,671 | $13,799-73.4% | $11,283-67.5% | $10,885-66.3% |