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 | $49,266 | $169,032-70.9% | $129,207-61.9% | $145,922-66.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 25.92% | 14330.11%-14304.2pp | 9417.33%-9391.4pp | 561.29%-535.4pp |
| Employer contribution / active EE | $8,749 | $5,537+58.0% | $4,153+110.7% | $4,660+87.8% |
| Participant deferral / active EE | $4,263 | $4,987-14.5% | $4,168+2.3% | $6,688-36.3% |
| Admin fee / account holder | $19,482 | $9,954+95.7% | $7,715+152.5% | $13,397+45.4% |