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 | $78,418 | $171,865-54.4% | $149,718-47.6% | $147,584-46.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.70% | 2113.22%-2092.5pp | 1501.63%-1480.9pp | 578.55%-557.9pp |
| Employer contribution / active EE | $3,240 | $6,275-48.4% | $5,445-40.5% | $4,876-33.5% |
| Participant deferral / active EE | $7,666 | $7,271+5.4% | $6,569+16.7% | $5,439+41.0% |
| Admin fee / account holder | $760 | $13,799-94.5% | $11,283-93.3% | $10,885-93.0% |