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 | $78,030 | $217,402-64.1% | $185,823-58.0% | $167,490-53.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.22% | 148.36%-131.1pp | 122.05%-104.8pp | 478.56%-461.3pp |
| Employer contribution / active EE | $2,980 | $5,873-49.3% | $5,167-42.3% | $4,837-38.4% |
| Participant deferral / active EE | $9,501 | $6,356+49.5% | $5,568+70.6% | $6,341+49.8% |
| Admin fee / account holder | $4,918 | $19,811-75.2% | $16,237-69.7% | $12,309-60.0% |