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 | $104,303 | $171,865-39.3% | $149,718-30.3% | $147,584-29.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.02% | 2113.22%-2097.2pp | 1501.63%-1485.6pp | 578.55%-562.5pp |
| Employer contribution / active EE | $12,304 | $6,275+96.1% | $5,445+126.0% | $4,876+152.3% |
| Participant deferral / active EE | $8,463 | $7,271+16.4% | $6,569+28.8% | $5,439+55.6% |
| Admin fee / account holder | $8,747 | $13,799-36.6% | $11,283-22.5% | $10,885-19.6% |