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 | $87,227 | $171,865-49.2% | $149,718-41.7% | $147,584-40.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.12% | 2113.22%-2091.1pp | 1501.63%-1479.5pp | 578.55%-556.4pp |
| Employer contribution / active EE | $3,089 | $6,275-50.8% | $5,445-43.3% | $4,876-36.6% |
| Participant deferral / active EE | $3,286 | $7,271-54.8% | $6,569-50.0% | $5,439-39.6% |
| Admin fee / account holder | $400 | $13,799-97.1% | $11,283-96.5% | $10,885-96.3% |