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 | $187,031 | $171,865+8.8% | $149,718+24.9% | $147,584+26.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.01% | 2113.22%-2094.2pp | 1501.63%-1482.6pp | 578.55%-559.5pp |
| Employer contribution / active EE | $7,979 | $6,275+27.2% | $5,445+46.6% | $4,876+63.6% |
| Participant deferral / active EE | $10,972 | $7,271+50.9% | $6,569+67.0% | $5,439+101.7% |
| Admin fee / account holder | $6,023 | $13,799-56.4% | $11,283-46.6% | $10,885-44.7% |