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 | $158,175 | $171,865-8.0% | $149,718+5.6% | $147,584+7.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.08% | 2113.22%-2095.1pp | 1501.63%-1483.5pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,291 | $6,275-63.5% | $5,445-57.9% | $4,876-53.0% |
| Participant deferral / active EE | $8,826 | $7,271+21.4% | $6,569+34.4% | $5,439+62.3% |
| Admin fee / account holder | $34,095 | $13,799+147.1% | $11,283+202.2% | $10,885+213.2% |