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 9-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 | $29,171 | $159,901-81.8% | $146,958-80.1% | $145,922-80.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.41% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,332 | $5,286-74.8% | $4,933-73.0% | $4,660-71.4% |
| Participant deferral / active EE | $7,910 | $8,428-6.2% | $8,070-2.0% | $6,688+18.3% |
| Admin fee / account holder | $3,802 | $15,044-74.7% | $12,998-70.7% | $13,397-71.6% |