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 | $103,022 | $169,032-39.1% | $129,207-20.3% | $145,922-29.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.84% | 14330.11%-14321.3pp | 9417.33%-9408.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $9,711 | $5,537+75.4% | $4,153+133.8% | $4,660+108.4% |
| Participant deferral / active EE | $6,969 | $4,987+39.7% | $4,168+67.2% | $6,688+4.2% |
| Admin fee / account holder | $16,720 | $9,954+68.0% | $7,715+116.7% | $13,397+24.8% |