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 | $61,633 | $159,901-61.5% | $146,958-58.1% | $145,922-57.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.72% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $9,169 | $5,286+73.4% | $4,933+85.9% | $4,660+96.8% |
| Participant deferral / active EE | $6,498 | $8,428-22.9% | $8,070-19.5% | $6,688-2.8% |
| Admin fee / account holder | $509 | $15,044-96.6% | $12,998-96.1% | $13,397-96.2% |