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 | $96,045 | $171,865-44.1% | $149,718-35.8% | $147,584-34.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.53% | 2113.22%-2101.7pp | 1501.63%-1490.1pp | 578.55%-567.0pp |
| Employer contribution / active EE | $9,697 | $6,275+54.5% | $5,445+78.1% | $4,876+98.9% |
| Participant deferral / active EE | $5,815 | $7,271-20.0% | $6,569-11.5% | $5,439+6.9% |
| Admin fee / account holder | $3,027 | $13,799-78.1% | $11,283-73.2% | $10,885-72.2% |