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 6-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 | $27,686 | $126,574-78.1% | $106,213-73.9% | $145,922-81.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.10% | 224.79%-214.7pp | 116.14%-106.0pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,075 | $3,730-44.4% | $3,171-34.6% | $4,660-55.5% |
| Participant deferral / active EE | $3,219 | $5,724-43.8% | $5,016-35.8% | $6,688-51.9% |
| Admin fee / account holder | $432 | $17,304-97.5% | $11,033-96.1% | $13,397-96.8% |