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 | $84,856 | $109,817-22.7% | $98,442-13.8% | $167,490-49.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.07% | 1956.69%-1940.6pp | 1492.73%-1476.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $5,770 | $3,224+79.0% | $2,960+94.9% | $4,837+19.3% |
| Participant deferral / active EE | $6,139 | $4,673+31.4% | $4,276+43.6% | $6,341-3.2% |
| Admin fee / account holder | $864 | $6,753-87.2% | $5,949-85.5% | $12,309-93.0% |