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 | $83,802 | $171,865-51.2% | $149,718-44.0% | $147,584-43.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.16% | 2113.22%-2088.1pp | 1501.63%-1476.5pp | 578.55%-553.4pp |
| Employer contribution / active EE | $2,476 | $6,275-60.5% | $5,445-54.5% | $4,876-49.2% |
| Participant deferral / active EE | $6,226 | $7,271-14.4% | $6,569-5.2% | $5,439+14.5% |
| Admin fee / account holder | $2,983 | $13,799-78.4% | $11,283-73.6% | $10,885-72.6% |