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 | $117,451 | $169,032-30.5% | $129,207-9.1% | $145,922-19.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.59% | 14330.11%-14313.5pp | 9417.33%-9400.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $3,649 | $5,537-34.1% | $4,153-12.1% | $4,660-21.7% |
| Participant deferral / active EE | $5,400 | $4,987+8.3% | $4,168+29.6% | $6,688-19.3% |
| Admin fee / account holder | $791 | $9,954-92.1% | $7,715-89.7% | $13,397-94.1% |