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 | $109,412 | $171,865-36.3% | $149,718-26.9% | $147,584-25.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.68% | 2113.22%-2097.5pp | 1501.63%-1486.0pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,487 | $6,275-76.3% | $5,445-72.7% | $4,876-69.5% |
| Participant deferral / active EE | $2,986 | $7,271-58.9% | $6,569-54.5% | $5,439-45.1% |
| Admin fee / account holder | $1,656 | $13,799-88.0% | $11,283-85.3% | $10,885-84.8% |