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 | $90,960 | $171,865-47.1% | $149,718-39.2% | $147,584-38.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.90% | 2113.22%-2095.3pp | 1501.63%-1483.7pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,281 | $6,275-63.7% | $5,445-58.1% | $4,876-53.2% |
| Participant deferral / active EE | $12,980 | $7,271+78.5% | $6,569+97.6% | $5,439+138.7% |
| Admin fee / account holder | $1,507 | $13,799-89.1% | $11,283-86.6% | $10,885-86.2% |