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 8-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 | $43,826 | $176,056-75.1% | $159,436-72.5% | $167,490-73.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.43% | 331.75%-321.3pp | 263.57%-253.1pp | 478.56%-468.1pp |
| Employer contribution / active EE | $2,662 | $5,297-49.7% | $4,829-44.9% | $4,837-45.0% |
| Participant deferral / active EE | $14,975 | $7,750+93.2% | $7,352+103.7% | $6,341+136.2% |
| Admin fee / account holder | $667 | $12,554-94.7% | $10,799-93.8% | $12,309-94.6% |