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 | $74,603 | $171,865-56.6% | $149,718-50.2% | $147,584-49.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.43% | 2113.22%-2101.8pp | 1501.63%-1490.2pp | 578.55%-567.1pp |
| Employer contribution / active EE | $2,020 | $6,275-67.8% | $5,445-62.9% | $4,876-58.6% |
| Participant deferral / active EE | $8,700 | $7,271+19.7% | $6,569+32.4% | $5,439+60.0% |
| Admin fee / account holder | $5,229 | $13,799-62.1% | $11,283-53.7% | $10,885-52.0% |