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 | $84,093 | $171,865-51.1% | $149,718-43.8% | $147,584-43.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.93% | 2113.22%-2096.3pp | 1501.63%-1484.7pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,575 | $6,275-74.9% | $5,445-71.1% | $4,876-67.7% |
| Participant deferral / active EE | $3,838 | $7,271-47.2% | $6,569-41.6% | $5,439-29.4% |
| Admin fee / account holder | $1,581 | $13,799-88.5% | $11,283-86.0% | $10,885-85.5% |