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 | $84,978 | $171,865-50.6% | $149,718-43.2% | $147,584-42.4% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 15.09% | 2113.22%-2098.1pp | 1501.63%-1486.5pp | 578.55%-563.5pp |
| Employer contribution / active EE | $9,681 | $6,275+54.3% | $5,445+77.8% | $4,876+98.5% |
| Participant deferral / active EE | $11,670 | $7,271+60.5% | $6,569+77.6% | $5,439+114.6% |
| Admin fee / account holder | $11,055 | $13,799-19.9% | $11,283-2.0% | $10,885+1.6% |