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 | $98,667 | $171,865-42.6% | $149,718-34.1% | $147,584-33.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.30% | 2113.22%-2088.9pp | 1501.63%-1477.3pp | 578.55%-554.2pp |
| Employer contribution / active EE | $18,507 | $6,275+194.9% | $5,445+239.9% | $4,876+279.5% |
| Participant deferral / active EE | $18,593 | $7,271+155.7% | $6,569+183.0% | $5,439+241.9% |
| Admin fee / account holder | $1,925 | $13,799-86.1% | $11,283-82.9% | $10,885-82.3% |