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 | $79,244 | $159,901-50.4% | $146,958-46.1% | $145,922-45.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.75% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,502 | $5,286-52.7% | $4,933-49.3% | $4,660-46.3% |
| Participant deferral / active EE | $9,292 | $8,428+10.3% | $8,070+15.1% | $6,688+38.9% |
| Admin fee / account holder | $9,550 | $15,044-36.5% | $12,998-26.5% | $13,397-28.7% |