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 | $89,659 | $171,865-47.8% | $149,718-40.1% | $147,584-39.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.44% | 2113.22%-2101.8pp | 1501.63%-1490.2pp | 578.55%-567.1pp |
| Employer contribution / active EE | $3,772 | $6,275-39.9% | $5,445-30.7% | $4,876-22.6% |
| Participant deferral / active EE | $7,243 | $7,271-0.4% | $6,569+10.3% | $5,439+33.2% |
| Admin fee / account holder | $2,697 | $13,799-80.5% | $11,283-76.1% | $10,885-75.2% |