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 | $109,801 | $171,865-36.1% | $149,718-26.7% | $147,584-25.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.79% | 2113.22%-2099.4pp | 1501.63%-1487.8pp | 578.55%-564.8pp |
| Employer contribution / active EE | $4,328 | $6,275-31.0% | $5,445-20.5% | $4,876-11.2% |
| Participant deferral / active EE | $5,339 | $7,271-26.6% | $6,569-18.7% | $5,439-1.8% |
| Admin fee / account holder | $1,138 | $13,799-91.8% | $11,283-89.9% | $10,885-89.5% |