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 | $98,715 | $171,865-42.6% | $149,718-34.1% | $147,584-33.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.00% | 2113.22%-2100.2pp | 1501.63%-1488.6pp | 578.55%-565.6pp |
| Employer contribution / active EE | $6,240 | $6,275-0.6% | $5,445+14.6% | $4,876+28.0% |
| Participant deferral / active EE | $6,083 | $7,271-16.3% | $6,569-7.4% | $5,439+11.8% |
| Admin fee / account holder | $11,424 | $13,799-17.2% | $11,283+1.3% | $10,885+4.9% |