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 | $87,239 | $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 | 17.49% | 2113.22%-2095.7pp | 1501.63%-1484.1pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,795 | $6,275-71.4% | $5,445-67.0% | $4,876-63.2% |
| Participant deferral / active EE | $6,560 | $7,271-9.8% | $6,569-0.1% | $5,439+20.6% |
| Admin fee / account holder | $648 | $13,799-95.3% | $11,283-94.3% | $10,885-94.1% |