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 | $53,344 | $159,901-66.6% | $146,958-63.7% | $145,922-63.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.38% | 98.13%-66.8pp | 418.34%-387.0pp | 561.29%-529.9pp |
| Employer contribution / active EE | $1,053 | $5,286-80.1% | $4,933-78.6% | $4,660-77.4% |
| Participant deferral / active EE | $2,632 | $8,428-68.8% | $8,070-67.4% | $6,688-60.6% |
| Admin fee / account holder | $5,247 | $15,044-65.1% | $12,998-59.6% | $13,397-60.8% |