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 | $147,021 | $183,963-20.1% | $162,163-9.3% | $152,861-3.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.94% | 150.76%-125.8pp | 115.59%-90.7pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,105 | $6,371-67.0% | $5,614-62.5% | $4,762-55.8% |
| Participant deferral / active EE | $3,013 | $8,034-62.5% | $7,298-58.7% | $5,850-48.5% |
| Admin fee / account holder | $2,819 | $13,121-78.5% | $10,843-74.0% | $11,596-75.7% |