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 | $111,428 | $109,817+1.5% | $98,442+13.2% | $167,490-33.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 23.91% | 1956.69%-1932.8pp | 1492.73%-1468.8pp | 478.56%-454.7pp |
| Employer contribution / active EE | $3,208 | $3,224-0.5% | $2,960+8.4% | $4,837-33.7% |
| Participant deferral / active EE | $2,711 | $4,673-42.0% | $4,276-36.6% | $6,341-57.3% |
| Admin fee / account holder | $3,735 | $6,753-44.7% | $5,949-37.2% | $12,309-69.7% |