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 | $41,222 | $171,865-76.0% | $149,718-72.5% | $147,584-72.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.00% | 2113.22%-2100.2pp | 1501.63%-1488.6pp | 578.55%-565.5pp |
| Employer contribution / active EE | $2,012 | $6,275-67.9% | $5,445-63.0% | $4,876-58.7% |
| Participant deferral / active EE | $2,790 | $7,271-61.6% | $6,569-57.5% | $5,439-48.7% |
| Admin fee / account holder | $42,052 | $13,799+204.7% | $11,283+272.7% | $10,885+286.3% |