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 | $125,661 | $171,865-26.9% | $149,718-16.1% | $147,584-14.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.81% | 2113.22%-2097.4pp | 1501.63%-1485.8pp | 578.55%-562.7pp |
| Employer contribution / active EE | $2,681 | $6,275-57.3% | $5,445-50.8% | $4,876-45.0% |
| Participant deferral / active EE | $10,122 | $7,271+39.2% | $6,569+54.1% | $5,439+86.1% |
| Admin fee / account holder | $3,642 | $13,799-73.6% | $11,283-67.7% | $10,885-66.5% |