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 | $56,993 | $171,865-66.8% | $149,718-61.9% | $147,584-61.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.53% | 2113.22%-2100.7pp | 1501.63%-1489.1pp | 578.55%-566.0pp |
| Employer contribution / active EE | $2,443 | $6,275-61.1% | $5,445-55.1% | $4,876-49.9% |
| Participant deferral / active EE | $4,051 | $7,271-44.3% | $6,569-38.3% | $5,439-25.5% |
| Admin fee / account holder | $8,204 | $13,799-40.6% | $11,283-27.3% | $10,885-24.6% |