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 | $120,482 | $171,865-29.9% | $149,718-19.5% | $147,584-18.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.37% | 2113.22%-2098.8pp | 1501.63%-1487.3pp | 578.55%-564.2pp |
| Employer contribution / active EE | $3,121 | $6,275-50.3% | $5,445-42.7% | $4,876-36.0% |
| Participant deferral / active EE | $3,707 | $7,271-49.0% | $6,569-43.6% | $5,439-31.8% |
| Admin fee / account holder | $1,061 | $13,799-92.3% | $11,283-90.6% | $10,885-90.3% |