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 | $50,826 | $159,934-68.2% | $147,005-65.4% | $145,959-65.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.92% | 98.24%-88.3pp | 418.76%-408.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $2,692 | $5,287-49.1% | $4,934-45.5% | $4,661-42.3% |
| Participant deferral / active EE | $5,383 | $8,427-36.1% | $8,070-33.3% | $6,689-19.5% |
| Admin fee / account holder | $907 | $15,053-94.0% | $13,006-93.0% | $13,398-93.2% |