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 | $74,058 | $171,865-56.9% | $149,718-50.5% | $147,584-49.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.79% | 2113.22%-2091.4pp | 1501.63%-1479.8pp | 578.55%-556.8pp |
| Employer contribution / active EE | $3,366 | $6,275-46.4% | $5,445-38.2% | $4,876-31.0% |
| Participant deferral / active EE | $3,368 | $7,271-53.7% | $6,569-48.7% | $5,439-38.1% |
| Admin fee / account holder | $4,333 | $13,799-68.6% | $11,283-61.6% | $10,885-60.2% |