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 7-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 | $87,808 | $159,901-45.1% | $146,958-40.2% | $145,922-39.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.69% | 98.13%-86.4pp | 418.34%-406.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,570 | $5,286-32.5% | $4,933-27.6% | $4,660-23.4% |
| Participant deferral / active EE | $11,869 | $8,428+40.8% | $8,070+47.1% | $6,688+77.5% |
| Admin fee / account holder | $3,495 | $15,044-76.8% | $12,998-73.1% | $13,397-73.9% |