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 | $101,505 | $100,852+0.6% | $90,404+12.3% | $158,922-36.1% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.7%+21.4pp | 82.0%+12.2pp |
| Annual return | 10.78% | 1724.20%-1713.4pp | 1293.02%-1282.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,875 | $3,689-22.0% | $3,262-11.9% | $4,761-39.6% |
| Participant deferral / active EE | $1,755 | $4,348-59.6% | $3,963-55.7% | $5,982-70.7% |
| Admin fee / account holder | $23,839 | $6,501+266.7% | $5,611+324.9% | $11,246+112.0% |