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 5-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 | $64,703 | $209,411-69.1% | $178,490-63.7% | $158,922-59.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 62.60% | 188.75%-126.2pp | 151.07%-88.5pp | 302.83%-240.2pp |
| Employer contribution / active EE | $2,595 | $5,706-54.5% | $5,011-48.2% | $4,761-45.5% |
| Participant deferral / active EE | $7,494 | $5,954+25.9% | $5,202+44.1% | $5,982+25.3% |
| Admin fee / account holder | $1,274 | $17,074-92.5% | $13,984-90.9% | $11,246-88.7% |