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 | $114,578 | $171,865-33.3% | $149,718-23.5% | $147,584-22.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.26% | 2113.22%-2095.0pp | 1501.63%-1483.4pp | 578.55%-560.3pp |
| Employer contribution / active EE | $12,831 | $6,275+104.5% | $5,445+135.7% | $4,876+163.1% |
| Participant deferral / active EE | $14,555 | $7,271+100.2% | $6,569+121.6% | $5,439+167.6% |
| Admin fee / account holder | $8,345 | $13,799-39.5% | $11,283-26.0% | $10,885-23.3% |