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 9-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 | $57,107 | $159,901-64.3% | $146,958-61.1% | $145,922-60.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.81% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,463 | $5,286-72.3% | $4,933-70.3% | $4,660-68.6% |
| Participant deferral / active EE | $5,661 | $8,428-32.8% | $8,070-29.9% | $6,688-15.4% |
| Admin fee / account holder | $380 | $15,044-97.5% | $12,998-97.1% | $13,397-97.2% |