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 8-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 | $35,849 | $159,901-77.6% | $146,958-75.6% | $145,922-75.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.13% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,095 | $5,286-60.4% | $4,933-57.5% | $4,660-55.0% |
| Participant deferral / active EE | $5,757 | $8,428-31.7% | $8,070-28.7% | $6,688-13.9% |
| Admin fee / account holder | $3,193 | $15,044-78.8% | $12,998-75.4% | $13,397-76.2% |