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 | $82,080 | $171,865-52.2% | $149,718-45.2% | $147,584-44.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.55% | 2113.22%-2094.7pp | 1501.63%-1483.1pp | 578.55%-560.0pp |
| Employer contribution / active EE | $10,783 | $6,275+71.8% | $5,445+98.0% | $4,876+121.1% |
| Participant deferral / active EE | $5,955 | $7,271-18.1% | $6,569-9.3% | $5,439+9.5% |
| Admin fee / account holder | $1,818 | $13,799-86.8% | $11,283-83.9% | $10,885-83.3% |