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 7-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 | $44,969 | $159,901-71.9% | $146,958-69.4% | $145,922-69.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.12% | 98.13%-78.0pp | 418.34%-398.2pp | 561.29%-541.2pp |
| Employer contribution / active EE | $2,422 | $5,286-54.2% | $4,933-50.9% | $4,660-48.0% |
| Participant deferral / active EE | $3,517 | $8,428-58.3% | $8,070-56.4% | $6,688-47.4% |
| Admin fee / account holder | $1,077 | $15,044-92.8% | $12,998-91.7% | $13,397-92.0% |