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 | $91,877 | $171,865-46.5% | $149,718-38.6% | $147,584-37.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.31% | 2113.22%-2096.9pp | 1501.63%-1485.3pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,601 | $6,275-58.5% | $5,445-52.2% | $4,876-46.7% |
| Participant deferral / active EE | $4,150 | $7,271-42.9% | $6,569-36.8% | $5,439-23.7% |
| Admin fee / account holder | $2,681 | $13,799-80.6% | $11,283-76.2% | $10,885-75.4% |