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 | $61,001 | $210,648-71.0% | $177,989-65.7% | $145,922-58.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.46% | 385.86%-373.4pp | 294.48%-282.0pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,372 | $4,565-69.9% | $3,949-65.2% | $4,660-70.5% |
| Participant deferral / active EE | $1,937 | $6,958-72.2% | $6,276-69.1% | $6,688-71.0% |
| Admin fee / account holder | $541 | $12,013-95.5% | $10,363-94.8% | $13,397-96.0% |