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 | $24,489 | $159,901-84.7% | $146,958-83.3% | $145,922-83.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.49% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,904 | $5,286-45.1% | $4,933-41.1% | $4,660-37.7% |
| Participant deferral / active EE | $5,823 | $8,428-30.9% | $8,070-27.8% | $6,688-12.9% |
| Admin fee / account holder | $15,986 | $15,044+6.3% | $12,998+23.0% | $13,397+19.3% |