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 | $202,207 | $176,662+14.5% | $130,648+54.8% | $152,861+32.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 19.13% | 2692.24%-2673.1pp | 1708.96%-1689.8pp | 345.32%-326.2pp |
| Employer contribution / active EE | $3,948 | $5,742-31.3% | $4,092-3.5% | $4,762-17.1% |
| Participant deferral / active EE | $5,202 | $4,361+19.3% | $3,603+44.4% | $5,850-11.1% |
| Admin fee / account holder | $863 | $7,133-87.9% | $5,464-84.2% | $11,596-92.6% |