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 | $50,631 | $217,402-76.7% | $185,823-72.8% | $167,490-69.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.25% | 148.36%-135.1pp | 122.05%-108.8pp | 478.56%-465.3pp |
| Employer contribution / active EE | $2,536 | $5,873-56.8% | $5,167-50.9% | $4,837-47.6% |
| Participant deferral / active EE | $5,816 | $6,356-8.5% | $5,568+4.5% | $6,341-8.3% |
| Admin fee / account holder | $635 | $19,811-96.8% | $16,237-96.1% | $12,309-94.8% |