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 | $78,114 | $171,865-54.5% | $149,718-47.8% | $147,584-47.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.39% | 2113.22%-2100.8pp | 1501.63%-1489.2pp | 578.55%-566.2pp |
| Employer contribution / active EE | $6,506 | $6,275+3.7% | $5,445+19.5% | $4,876+33.4% |
| Participant deferral / active EE | $4,558 | $7,271-37.3% | $6,569-30.6% | $5,439-16.2% |
| Admin fee / account holder | $10,974 | $13,799-20.5% | $11,283-2.7% | $10,885+0.8% |