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 | $166,040 | $171,865-3.4% | $149,718+10.9% | $147,584+12.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.13% | 2113.22%-2103.1pp | 1501.63%-1491.5pp | 578.55%-568.4pp |
| Employer contribution / active EE | $3,944 | $6,275-37.1% | $5,445-27.6% | $4,876-19.1% |
| Participant deferral / active EE | $11,560 | $7,271+59.0% | $6,569+76.0% | $5,439+112.5% |
| Admin fee / account holder | $2,575 | $13,799-81.3% | $11,283-77.2% | $10,885-76.3% |