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 | $57,367 | $159,901-64.1% | $146,958-61.0% | $145,922-60.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.85% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $3,751 | $5,286-29.0% | $4,933-24.0% | $4,660-19.5% |
| Participant deferral / active EE | $6,885 | $8,428-18.3% | $8,070-14.7% | $6,688+3.0% |
| Admin fee / account holder | $519 | $15,044-96.5% | $12,998-96.0% | $13,397-96.1% |