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 | $82,983 | $171,865-51.7% | $149,718-44.6% | $147,584-43.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.73% | 2113.22%-2090.5pp | 1501.63%-1478.9pp | 578.55%-555.8pp |
| Employer contribution / active EE | $3,504 | $6,275-44.2% | $5,445-35.6% | $4,876-28.1% |
| Participant deferral / active EE | $7,184 | $7,271-1.2% | $6,569+9.4% | $5,439+32.1% |
| Admin fee / account holder | $6,216 | $13,799-55.0% | $11,283-44.9% | $10,885-42.9% |