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 | $58,716 | $176,662-66.8% | $130,648-55.1% | $152,861-61.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 9.14% | 2692.24%-2683.1pp | 1708.96%-1699.8pp | 345.32%-336.2pp |
| Employer contribution / active EE | $14,364 | $5,742+150.2% | $4,092+251.1% | $4,762+201.6% |
| Participant deferral / active EE | $6,333 | $4,361+45.2% | $3,603+75.8% | $5,850+8.3% |
| Admin fee / account holder | $148,681 | $7,133+1984.5% | $5,464+2620.9% | $11,596+1182.1% |