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 | $114,991 | $171,865-33.1% | $149,718-23.2% | $147,584-22.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.77% | 2113.22%-2102.5pp | 1501.63%-1490.9pp | 578.55%-567.8pp |
| Employer contribution / active EE | $2,652 | $6,275-57.7% | $5,445-51.3% | $4,876-45.6% |
| Participant deferral / active EE | $5,820 | $7,271-19.9% | $6,569-11.4% | $5,439+7.0% |
| Admin fee / account holder | $621 | $13,799-95.5% | $11,283-94.5% | $10,885-94.3% |