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 | $102,284 | $176,662-42.1% | $130,648-21.7% | $152,861-33.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 22.11% | 2692.24%-2670.1pp | 1708.96%-1686.8pp | 345.32%-323.2pp |
| Employer contribution / active EE | $11,755 | $5,742+104.7% | $4,092+187.3% | $4,762+146.8% |
| Participant deferral / active EE | $12,314 | $4,361+182.3% | $3,603+241.8% | $5,850+110.5% |
| Admin fee / account holder | $648 | $7,133-90.9% | $5,464-88.1% | $11,596-94.4% |