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 | $67,933 | $159,901-57.5% | $146,958-53.8% | $145,922-53.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.84% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,320 | $5,286-75.0% | $4,933-73.2% | $4,660-71.7% |
| Participant deferral / active EE | $23,848 | $8,428+183.0% | $8,070+195.5% | $6,688+256.6% |
| Admin fee / account holder | $2,771 | $15,044-81.6% | $12,998-78.7% | $13,397-79.3% |