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 | $44,216 | $159,901-72.3% | $146,958-69.9% | $145,922-69.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.68% | 98.13%-79.5pp | 418.34%-399.7pp | 561.29%-542.6pp |
| Employer contribution / active EE | $3,866 | $5,286-26.9% | $4,933-21.6% | $4,660-17.0% |
| Participant deferral / active EE | $5,692 | $8,428-32.5% | $8,070-29.5% | $6,688-14.9% |
| Admin fee / account holder | $3,257 | $15,044-78.3% | $12,998-74.9% | $13,397-75.7% |