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 | $18,825 | $108,642-82.7% | $74,701-74.8% | $152,861-87.7% |
| Participation rate | 75.0% | 65.3%+9.7pp | 54.5%+20.5pp | 82.4%-7.4pp |
| Annual return | 28.45% | 114.06%-85.6pp | 752.92%-724.5pp | 345.32%-316.9pp |
| Employer contribution / active EE | $1,615 | $1,503+7.5% | $1,084+49.1% | $4,762-66.1% |
| Participant deferral / active EE | $3,797 | $2,712+40.0% | $1,964+93.4% | $5,850-35.1% |
| Admin fee / account holder | $577 | $4,902-88.2% | $3,333-82.7% | $11,596-95.0% |