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 5-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 | $79,060 | $180,749-56.3% | $160,784-50.8% | $137,256-42.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.81% | 2234.46%-2217.7pp | 1803.92%-1787.1pp | 220.34%-203.5pp |
| Employer contribution / active EE | $22,588 | $4,155+443.6% | $3,733+505.1% | $4,156+443.5% |
| Participant deferral / active EE | $9,107 | $6,844+33.1% | $6,293+44.7% | $6,407+42.1% |
| Admin fee / account holder | $1,064 | $10,397-89.8% | $9,717-89.1% | $12,270-91.3% |