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 | $74,664 | $171,865-56.6% | $149,718-50.1% | $147,584-49.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.61% | 2113.22%-2098.6pp | 1501.63%-1487.0pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,871 | $6,275-54.2% | $5,445-47.3% | $4,876-41.1% |
| Participant deferral / active EE | $5,532 | $7,271-23.9% | $6,569-15.8% | $5,439+1.7% |
| Admin fee / account holder | $349 | $13,799-97.5% | $11,283-96.9% | $10,885-96.8% |