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 | $100,783 | $171,865-41.4% | $149,718-32.7% | $147,584-31.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.52% | 2113.22%-2095.7pp | 1501.63%-1484.1pp | 578.55%-561.0pp |
| Employer contribution / active EE | $24,255 | $6,275+286.5% | $5,445+345.5% | $4,876+397.4% |
| Participant deferral / active EE | $9,000 | $7,271+23.8% | $6,569+37.0% | $5,439+65.5% |
| Admin fee / account holder | $570 | $13,799-95.9% | $11,283-94.9% | $10,885-94.8% |