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 | $101,222 | $171,865-41.1% | $149,718-32.4% | $147,584-31.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.77% | 2113.22%-2095.4pp | 1501.63%-1483.9pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,898 | $6,275-53.8% | $5,445-46.8% | $4,876-40.6% |
| Participant deferral / active EE | $4,231 | $7,271-41.8% | $6,569-35.6% | $5,439-22.2% |
| Admin fee / account holder | $1,604 | $13,799-88.4% | $11,283-85.8% | $10,885-85.3% |