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 | $54,448 | $159,901-65.9% | $146,958-63.0% | $145,922-62.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.06% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,233 | $5,286-57.8% | $4,933-54.7% | $4,660-52.1% |
| Participant deferral / active EE | $5,333 | $8,428-36.7% | $8,070-33.9% | $6,688-20.3% |
| Admin fee / account holder | $1,899 | $15,044-87.4% | $12,998-85.4% | $13,397-85.8% |