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 | $84,757 | $159,901-47.0% | $146,958-42.3% | $145,922-41.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.01% | 98.13%-88.1pp | 418.34%-408.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $8,234 | $5,286+55.8% | $4,933+66.9% | $4,660+76.7% |
| Participant deferral / active EE | $7,511 | $8,428-10.9% | $8,070-6.9% | $6,688+12.3% |
| Admin fee / account holder | $500 | $15,044-96.7% | $12,998-96.2% | $13,397-96.3% |