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 | $62,326 | $159,901-61.0% | $146,958-57.6% | $145,922-57.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.74% | 98.13%-80.4pp | 418.34%-400.6pp | 561.29%-543.5pp |
| Employer contribution / active EE | $2,878 | $5,286-45.5% | $4,933-41.7% | $4,660-38.2% |
| Participant deferral / active EE | $8,244 | $8,428-2.2% | $8,070+2.2% | $6,688+23.3% |
| Admin fee / account holder | $828 | $15,044-94.5% | $12,998-93.6% | $13,397-93.8% |