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 | $77,709 | $171,865-54.8% | $149,718-48.1% | $147,584-47.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.15% | 2113.22%-2096.1pp | 1501.63%-1484.5pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,381 | $6,275-78.0% | $5,445-74.6% | $4,876-71.7% |
| Participant deferral / active EE | $9,777 | $7,271+34.5% | $6,569+48.8% | $5,439+79.8% |
| Admin fee / account holder | $441 | $13,799-96.8% | $11,283-96.1% | $10,885-95.9% |