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 | $119,861 | $171,865-30.3% | $149,718-19.9% | $147,584-18.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.28% | 2113.22%-2098.9pp | 1501.63%-1487.3pp | 578.55%-564.3pp |
| Employer contribution / active EE | $12,990 | $6,275+107.0% | $5,445+138.6% | $4,876+166.4% |
| Participant deferral / active EE | $4,718 | $7,271-35.1% | $6,569-28.2% | $5,439-13.2% |
| Admin fee / account holder | $18,767 | $13,799+36.0% | $11,283+66.3% | $10,885+72.4% |