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 | $116,946 | $171,865-32.0% | $149,718-21.9% | $147,584-20.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.70% | 2113.22%-2093.5pp | 1501.63%-1481.9pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,350 | $6,275-62.6% | $5,445-56.8% | $4,876-51.8% |
| Participant deferral / active EE | $7,509 | $7,271+3.3% | $6,569+14.3% | $5,439+38.1% |
| Admin fee / account holder | $10,379 | $13,799-24.8% | $11,283-8.0% | $10,885-4.7% |