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 7-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 | $34,940 | $176,056-80.2% | $159,436-78.1% | $167,490-79.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 71.03% | 331.75%-260.7pp | 263.57%-192.5pp | 478.56%-407.5pp |
| Employer contribution / active EE | $4,039 | $5,297-23.7% | $4,829-16.4% | $4,837-16.5% |
| Participant deferral / active EE | $6,632 | $7,750-14.4% | $7,352-9.8% | $6,341+4.6% |
| Admin fee / account holder | $3,764 | $12,554-70.0% | $10,799-65.1% | $12,309-69.4% |