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 | $60,611 | $171,865-64.7% | $149,718-59.5% | $147,584-58.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.68% | 2113.22%-2103.5pp | 1501.63%-1491.9pp | 578.55%-568.9pp |
| Employer contribution / active EE | $1,799 | $6,275-71.3% | $5,445-67.0% | $4,876-63.1% |
| Participant deferral / active EE | $3,125 | $7,271-57.0% | $6,569-52.4% | $5,439-42.5% |
| Admin fee / account holder | $1,114 | $13,799-91.9% | $11,283-90.1% | $10,885-89.8% |