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 | $64,568 | $171,865-62.4% | $149,718-56.9% | $147,584-56.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.07% | 2113.22%-2096.1pp | 1501.63%-1484.6pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,053 | $6,275-67.3% | $5,445-62.3% | $4,876-57.9% |
| Participant deferral / active EE | $6,107 | $7,271-16.0% | $6,569-7.0% | $5,439+12.3% |
| Admin fee / account holder | $1,256 | $13,799-90.9% | $11,283-88.9% | $10,885-88.5% |