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 | $98,271 | $109,817-10.5% | $98,442-0.2% | $167,490-41.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 27.71% | 1956.69%-1929.0pp | 1492.73%-1465.0pp | 478.56%-450.8pp |
| Employer contribution / active EE | $5,135 | $3,224+59.3% | $2,960+73.5% | $4,837+6.1% |
| Participant deferral / active EE | $3,178 | $4,673-32.0% | $4,276-25.7% | $6,341-49.9% |
| Admin fee / account holder | $1,002 | $6,753-85.2% | $5,949-83.2% | $12,309-91.9% |