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 | $43,971 | $203,436-78.4% | $152,466-71.2% | $167,490-73.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 12.08% | 13.80%-1.7pp | 757.33%-745.3pp | 478.56%-466.5pp |
| Employer contribution / active EE | $2,175 | $5,220-58.3% | $4,327-49.7% | $4,837-55.0% |
| Participant deferral / active EE | $6,419 | $6,716-4.4% | $5,820+10.3% | $6,341+1.2% |
| Admin fee / account holder | $741 | $22,506-96.7% | $15,805-95.3% | $12,309-94.0% |