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 8-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 | $15,487 | $96,305-83.9% | $80,569-80.8% | $139,434-88.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 37.75% | 1350.08%-1312.3pp | 935.43%-897.7pp | 372.94%-335.2pp |
| Employer contribution / active EE | $1,639 | $3,262-49.8% | $2,723-39.8% | $4,751-65.5% |
| Participant deferral / active EE | $2,532 | $5,232-51.6% | $4,447-43.1% | $6,710-62.3% |
| Admin fee / account holder | $2,856 | $6,599-56.7% | $5,377-46.9% | $11,403-75.0% |