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 | $24,511 | $159,901-84.7% | $146,958-83.3% | $145,922-83.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.04% | 98.13%-68.1pp | 418.34%-388.3pp | 561.29%-531.2pp |
| Employer contribution / active EE | $2,859 | $5,286-45.9% | $4,933-42.0% | $4,660-38.6% |
| Participant deferral / active EE | $4,843 | $8,428-42.5% | $8,070-40.0% | $6,688-27.6% |
| Admin fee / account holder | $1,893 | $15,044-87.4% | $12,998-85.4% | $13,397-85.9% |