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 | $11,612 | $70,756-83.6% | $65,493-82.3% | $142,382-91.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.74% | 1754.89%-1738.1pp | 982.45%-965.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,943 | $2,881-32.5% | $2,574-24.5% | $4,299-54.8% |
| Participant deferral / active EE | $937 | $4,637-79.8% | $3,961-76.3% | $6,507-85.6% |
| Admin fee / account holder | $623 | $6,559-90.5% | $5,028-87.6% | $12,624-95.1% |