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 | $241,314 | $171,865+40.4% | $149,718+61.2% | $147,584+63.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.64% | 2113.22%-2099.6pp | 1501.63%-1488.0pp | 578.55%-564.9pp |
| Employer contribution / active EE | $3,568 | $6,275-43.1% | $5,445-34.5% | $4,876-26.8% |
| Participant deferral / active EE | $4,846 | $7,271-33.4% | $6,569-26.2% | $5,439-10.9% |
| Admin fee / account holder | $44,810 | $13,799+224.7% | $11,283+297.2% | $10,885+311.7% |