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 | $116,742 | $171,865-32.1% | $149,718-22.0% | $147,584-20.9% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 21.18% | 2113.22%-2092.0pp | 1501.63%-1480.5pp | 578.55%-557.4pp |
| Employer contribution / active EE | $8,955 | $6,275+42.7% | $5,445+64.5% | $4,876+83.6% |
| Participant deferral / active EE | $3,459 | $7,271-52.4% | $6,569-47.3% | $5,439-36.4% |
| Admin fee / account holder | $9,556 | $13,799-30.7% | $11,283-15.3% | $10,885-12.2% |