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 | $54,850 | $171,865-68.1% | $149,718-63.4% | $147,584-62.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.70% | 2113.22%-2097.5pp | 1501.63%-1485.9pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,872 | $6,275-54.2% | $5,445-47.3% | $4,876-41.1% |
| Participant deferral / active EE | $2,872 | $7,271-60.5% | $6,569-56.3% | $5,439-47.2% |
| Admin fee / account holder | $437 | $13,799-96.8% | $11,283-96.1% | $10,885-96.0% |