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 | $67,596 | $217,402-68.9% | $185,823-63.6% | $167,490-59.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.29% | 148.36%-133.1pp | 122.05%-106.8pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,612 | $5,873-55.5% | $5,167-49.5% | $4,837-46.0% |
| Participant deferral / active EE | $5,194 | $6,356-18.3% | $5,568-6.7% | $6,341-18.1% |
| Admin fee / account holder | $3,065 | $19,811-84.5% | $16,237-81.1% | $12,309-75.1% |