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 | $145,474 | $171,865-15.4% | $149,718-2.8% | $147,584-1.4% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 14.86% | 2113.22%-2098.4pp | 1501.63%-1486.8pp | 578.55%-563.7pp |
| Employer contribution / active EE | $17,700 | $6,275+182.1% | $5,445+225.1% | $4,876+263.0% |
| Participant deferral / active EE | $17,000 | $7,271+133.8% | $6,569+158.8% | $5,439+212.6% |
| Admin fee / account holder | $11,940 | $13,799-13.5% | $11,283+5.8% | $10,885+9.7% |