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 | $99,921 | $171,865-41.9% | $149,718-33.3% | $147,584-32.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 38.10% | 2113.22%-2075.1pp | 1501.63%-1463.5pp | 578.55%-540.4pp |
| Employer contribution / active EE | $10,465 | $6,275+66.8% | $5,445+92.2% | $4,876+114.6% |
| Participant deferral / active EE | $7,599 | $7,271+4.5% | $6,569+15.7% | $5,439+39.7% |
| Admin fee / account holder | $7,154 | $13,799-48.2% | $11,283-36.6% | $10,885-34.3% |