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 | $107,485 | $171,865-37.5% | $149,718-28.2% | $147,584-27.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.27% | 2113.22%-2096.9pp | 1501.63%-1485.4pp | 578.55%-562.3pp |
| Employer contribution / active EE | $3,170 | $6,275-49.5% | $5,445-41.8% | $4,876-35.0% |
| Participant deferral / active EE | $11,483 | $7,271+57.9% | $6,569+74.8% | $5,439+111.1% |
| Admin fee / account holder | $1,286 | $13,799-90.7% | $11,283-88.6% | $10,885-88.2% |