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 | $51,820 | $169,032-69.3% | $129,207-59.9% | $145,922-64.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.55% | 14330.11%-14312.6pp | 9417.33%-9399.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $4,327 | $5,537-21.9% | $4,153+4.2% | $4,660-7.1% |
| Participant deferral / active EE | $11,992 | $4,987+140.5% | $4,168+187.8% | $6,688+79.3% |
| Admin fee / account holder | $405 | $9,954-95.9% | $7,715-94.7% | $13,397-97.0% |