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 | $182,244 | $171,865+6.0% | $149,718+21.7% | $147,584+23.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.23% | 2113.22%-2099.0pp | 1501.63%-1487.4pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,481 | $6,275-76.4% | $5,445-72.8% | $4,876-69.6% |
| Participant deferral / active EE | $5,195 | $7,271-28.6% | $6,569-20.9% | $5,439-4.5% |
| Admin fee / account holder | $1,501 | $13,799-89.1% | $11,283-86.7% | $10,885-86.2% |