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 | $116,132 | $171,865-32.4% | $149,718-22.4% | $147,584-21.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.51% | 2113.22%-2096.7pp | 1501.63%-1485.1pp | 578.55%-562.0pp |
| Employer contribution / active EE | $5,485 | $6,275-12.6% | $5,445+0.7% | $4,876+12.5% |
| Participant deferral / active EE | $2,790 | $7,271-61.6% | $6,569-57.5% | $5,439-48.7% |
| Admin fee / account holder | $10,798 | $13,799-21.7% | $11,283-4.3% | $10,885-0.8% |