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 | $61,031 | $159,901-61.8% | $146,958-58.5% | $145,922-58.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.34% | 98.13%-80.8pp | 418.34%-401.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $5,064 | $5,286-4.2% | $4,933+2.7% | $4,660+8.7% |
| Participant deferral / active EE | $10,484 | $8,428+24.4% | $8,070+29.9% | $6,688+56.8% |
| Admin fee / account holder | $923 | $15,044-93.9% | $12,998-92.9% | $13,397-93.1% |