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 | $64,697 | $171,865-62.4% | $149,718-56.8% | $147,584-56.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.77% | 2113.22%-2093.4pp | 1501.63%-1481.9pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,475 | $6,275-76.5% | $5,445-72.9% | $4,876-69.8% |
| Participant deferral / active EE | $2,774 | $7,271-61.9% | $6,569-57.8% | $5,439-49.0% |
| Admin fee / account holder | $11,263 | $13,799-18.4% | $11,283-0.2% | $10,885+3.5% |