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 | $225,134 | $171,865+31.0% | $149,718+50.4% | $147,584+52.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.14% | 2113.22%-2095.1pp | 1501.63%-1483.5pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,202 | $6,275-64.9% | $5,445-59.6% | $4,876-54.8% |
| Participant deferral / active EE | $8,792 | $7,271+20.9% | $6,569+33.8% | $5,439+61.6% |
| Admin fee / account holder | $879 | $13,799-93.6% | $11,283-92.2% | $10,885-91.9% |