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 9-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 | $103,231 | $159,901-35.4% | $146,958-29.8% | $145,922-29.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.14% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $4,683 | $5,286-11.4% | $4,933-5.1% | $4,660+0.5% |
| Participant deferral / active EE | $10,089 | $8,428+19.7% | $8,070+25.0% | $6,688+50.9% |
| Admin fee / account holder | $630 | $15,044-95.8% | $12,998-95.2% | $13,397-95.3% |