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 | $173,427 | $179,726-3.5% | $156,263+11.0% | $142,382+21.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 3720.10% | 77.86%+3642.2pp | 59.47%+3660.6pp | 217.08%+3503.0pp |
| Employer contribution / active EE | $3,133 | $5,069-38.2% | $4,333-27.7% | $4,299-27.1% |
| Participant deferral / active EE | $14,280 | $6,956+105.3% | $6,158+131.9% | $6,507+119.4% |
| Admin fee / account holder | $2,496 | $17,272-85.6% | $14,255-82.5% | $12,624-80.2% |