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 | $68,983 | $171,865-59.9% | $149,718-53.9% | $147,584-53.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.29% | 2113.22%-2094.9pp | 1501.63%-1483.3pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,673 | $6,275-57.4% | $5,445-50.9% | $4,876-45.2% |
| Participant deferral / active EE | $13,788 | $7,271+89.6% | $6,569+109.9% | $5,439+153.5% |
| Admin fee / account holder | $780 | $13,799-94.3% | $11,283-93.1% | $10,885-92.8% |