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 | $73,511 | $217,402-66.2% | $185,823-60.4% | $167,490-56.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.75% | 148.36%-133.6pp | 122.05%-107.3pp | 478.56%-463.8pp |
| Employer contribution / active EE | $8,303 | $5,873+41.4% | $5,167+60.7% | $4,837+71.6% |
| Participant deferral / active EE | $4,080 | $6,356-35.8% | $5,568-26.7% | $6,341-35.7% |
| Admin fee / account holder | $314 | $19,811-98.4% | $16,237-98.1% | $12,309-97.5% |