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 9-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 | $124,606 | $171,865-27.5% | $149,718-16.8% | $147,584-15.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.60% | 2113.22%-2096.6pp | 1501.63%-1485.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,792 | $6,275-39.6% | $5,445-30.4% | $4,876-22.2% |
| Participant deferral / active EE | $10,346 | $7,271+42.3% | $6,569+57.5% | $5,439+90.2% |
| Admin fee / account holder | $11,722 | $13,799-15.1% | $11,283+3.9% | $10,885+7.7% |