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 6-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 | $62,462 | $159,901-60.9% | $146,958-57.5% | $145,922-57.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.12% | 98.13%-88.0pp | 418.34%-408.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $4,396 | $5,286-16.8% | $4,933-10.9% | $4,660-5.7% |
| Participant deferral / active EE | $6,750 | $8,428-19.9% | $8,070-16.4% | $6,688+0.9% |
| Admin fee / account holder | $518 | $15,044-96.6% | $12,998-96.0% | $13,397-96.1% |