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 | $53,353 | $171,865-69.0% | $149,718-64.4% | $147,584-63.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.27% | 2113.22%-2095.9pp | 1501.63%-1484.4pp | 578.55%-561.3pp |
| Employer contribution / active EE | $3,343 | $6,275-46.7% | $5,445-38.6% | $4,876-31.4% |
| Participant deferral / active EE | $7,456 | $7,271+2.6% | $6,569+13.5% | $5,439+37.1% |
| Admin fee / account holder | $8,288 | $13,799-39.9% | $11,283-26.5% | $10,885-23.9% |