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 | $116,884 | $171,865-32.0% | $149,718-21.9% | $147,584-20.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.54% | 2113.22%-2092.7pp | 1501.63%-1481.1pp | 578.55%-558.0pp |
| Employer contribution / active EE | $3,839 | $6,275-38.8% | $5,445-29.5% | $4,876-21.3% |
| Participant deferral / active EE | $9,858 | $7,271+35.6% | $6,569+50.1% | $5,439+81.3% |
| Admin fee / account holder | $1,565 | $13,799-88.7% | $11,283-86.1% | $10,885-85.6% |