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 | $91,689 | $171,865-46.7% | $149,718-38.8% | $147,584-37.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.78% | 2113.22%-2095.4pp | 1501.63%-1483.8pp | 578.55%-560.8pp |
| Employer contribution / active EE | $4,586 | $6,275-26.9% | $5,445-15.8% | $4,876-6.0% |
| Participant deferral / active EE | $12,958 | $7,271+78.2% | $6,569+97.3% | $5,439+138.3% |
| Admin fee / account holder | $370 | $13,799-97.3% | $11,283-96.7% | $10,885-96.6% |