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 | $75,132 | $171,865-56.3% | $149,718-49.8% | $147,584-49.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.55% | 2113.22%-2103.7pp | 1501.63%-1492.1pp | 578.55%-569.0pp |
| Employer contribution / active EE | $13,513 | $6,275+115.3% | $5,445+148.2% | $4,876+177.1% |
| Participant deferral / active EE | $11,302 | $7,271+55.4% | $6,569+72.1% | $5,439+107.8% |
| Admin fee / account holder | $870 | $13,799-93.7% | $11,283-92.3% | $10,885-92.0% |