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 | $97,258 | $150,440-35.4% | $136,294-28.6% | $147,584-34.1% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 12.26% | 1049.08%-1036.8pp | 5155.94%-5143.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,205 | $5,256-77.1% | $4,695-74.3% | $4,876-75.3% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,968 | $10,905+18.9% | $9,243+40.3% | $10,885+19.1% |