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 | $37,178 | $171,865-78.4% | $149,718-75.2% | $147,584-74.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.01% | 2113.22%-2097.2pp | 1501.63%-1485.6pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,984 | $6,275-52.4% | $5,445-45.2% | $4,876-38.8% |
| Participant deferral / active EE | $6,594 | $7,271-9.3% | $6,569+0.4% | $5,439+21.2% |
| Admin fee / account holder | $429 | $13,799-96.9% | $11,283-96.2% | $10,885-96.1% |