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 | $77,592 | $171,865-54.9% | $149,718-48.2% | $147,584-47.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.68% | 2113.22%-2094.5pp | 1501.63%-1482.9pp | 578.55%-559.9pp |
| Employer contribution / active EE | $3,855 | $6,275-38.6% | $5,445-29.2% | $4,876-20.9% |
| Participant deferral / active EE | $11,986 | $7,271+64.9% | $6,569+82.5% | $5,439+120.4% |
| Admin fee / account holder | $6,016 | $13,799-56.4% | $11,283-46.7% | $10,885-44.7% |