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 | $27,459 | $159,901-82.8% | $146,958-81.3% | $145,922-81.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.00% | 98.13%-72.1pp | 418.34%-392.3pp | 561.29%-535.3pp |
| Employer contribution / active EE | $1,152 | $5,286-78.2% | $4,933-76.7% | $4,660-75.3% |
| Participant deferral / active EE | $3,530 | $8,428-58.1% | $8,070-56.3% | $6,688-47.2% |
| Admin fee / account holder | $3,879 | $15,044-74.2% | $12,998-70.2% | $13,397-71.0% |