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 | $119,093 | $171,865-30.7% | $149,718-20.5% | $147,584-19.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.02% | 2113.22%-2094.2pp | 1501.63%-1482.6pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,813 | $6,275-71.1% | $5,445-66.7% | $4,876-62.8% |
| Participant deferral / active EE | $10,059 | $7,271+38.3% | $6,569+53.1% | $5,439+84.9% |
| Admin fee / account holder | $4,956 | $13,799-64.1% | $11,283-56.1% | $10,885-54.5% |