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 | $142,094 | $171,865-17.3% | $149,718-5.1% | $147,584-3.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.55% | 2113.22%-2098.7pp | 1501.63%-1487.1pp | 578.55%-564.0pp |
| Employer contribution / active EE | $5,369 | $6,275-14.4% | $5,445-1.4% | $4,876+10.1% |
| Participant deferral / active EE | $8,890 | $7,271+22.3% | $6,569+35.3% | $5,439+63.5% |
| Admin fee / account holder | $1,885 | $13,799-86.3% | $11,283-83.3% | $10,885-82.7% |