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 | $55,153 | $176,056-68.7% | $159,436-65.4% | $167,490-67.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.36% | 331.75%-320.4pp | 263.57%-252.2pp | 478.56%-467.2pp |
| Employer contribution / active EE | $13,988 | $5,297+164.1% | $4,829+189.6% | $4,837+189.1% |
| Participant deferral / active EE | $15,103 | $7,750+94.9% | $7,352+105.4% | $6,341+138.2% |
| Admin fee / account holder | $870 | $12,554-93.1% | $10,799-91.9% | $12,309-92.9% |