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 6-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 | $69,432 | $159,901-56.6% | $146,958-52.8% | $145,922-52.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.52% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,756 | $5,286-47.9% | $4,933-44.1% | $4,660-40.9% |
| Participant deferral / active EE | $52,879 | $8,428+527.4% | $8,070+555.3% | $6,688+690.7% |
| Admin fee / account holder | $2,817 | $15,044-81.3% | $12,998-78.3% | $13,397-79.0% |