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 5-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 | $30,814 | $159,901-80.7% | $146,958-79.0% | $145,922-78.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.80% | 98.13%-80.3pp | 418.34%-400.5pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,746 | $5,286-67.0% | $4,933-64.6% | $4,660-62.5% |
| Participant deferral / active EE | $2,669 | $8,428-68.3% | $8,070-66.9% | $6,688-60.1% |
| Admin fee / account holder | $422 | $15,044-97.2% | $12,998-96.8% | $13,397-96.8% |