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 | $117,212 | $169,032-30.7% | $129,207-9.3% | $145,922-19.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.19% | 14330.11%-14313.9pp | 9417.33%-9401.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $9,767 | $5,537+76.4% | $4,153+135.2% | $4,660+109.6% |
| Participant deferral / active EE | $15,672 | $4,987+214.2% | $4,168+276.0% | $6,688+134.3% |
| Admin fee / account holder | $2,243 | $9,954-77.5% | $7,715-70.9% | $13,397-83.3% |