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 | $60,752 | $171,865-64.7% | $149,718-59.4% | $147,584-58.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.75% | 2113.22%-2099.5pp | 1501.63%-1487.9pp | 578.55%-564.8pp |
| Employer contribution / active EE | $3,839 | $6,275-38.8% | $5,445-29.5% | $4,876-21.3% |
| Participant deferral / active EE | $8,520 | $7,271+17.2% | $6,569+29.7% | $5,439+56.7% |
| Admin fee / account holder | $1,200 | $13,799-91.3% | $11,283-89.4% | $10,885-89.0% |