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 | $81,520 | $171,865-52.6% | $149,718-45.6% | $147,584-44.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.43% | 2113.22%-2097.8pp | 1501.63%-1486.2pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,333 | $6,275-78.8% | $5,445-75.5% | $4,876-72.7% |
| Participant deferral / active EE | $4,014 | $7,271-44.8% | $6,569-38.9% | $5,439-26.2% |
| Admin fee / account holder | $2,274 | $13,799-83.5% | $11,283-79.8% | $10,885-79.1% |