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 | $67,348 | $159,901-57.9% | $146,958-54.2% | $145,922-53.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.44% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,515 | $5,286-71.3% | $4,933-69.3% | $4,660-67.5% |
| Participant deferral / active EE | $7,739 | $8,428-8.2% | $8,070-4.1% | $6,688+15.7% |
| Admin fee / account holder | $24,513 | $15,044+62.9% | $12,998+88.6% | $13,397+83.0% |