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 | $135,938 | $171,865-20.9% | $149,718-9.2% | $147,584-7.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.63% | 2113.22%-2094.6pp | 1501.63%-1483.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,771 | $6,275-55.8% | $5,445-49.1% | $4,876-43.2% |
| Participant deferral / active EE | $4,981 | $7,271-31.5% | $6,569-24.2% | $5,439-8.4% |
| Admin fee / account holder | $699 | $13,799-94.9% | $11,283-93.8% | $10,885-93.6% |