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 | $62,426 | $76,738-18.7% | $56,411+10.7% | $145,922-57.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 6.62% | 2994.23%-2987.6pp | 1701.33%-1694.7pp | 561.29%-554.7pp |
| Employer contribution / active EE | $354 | $1,380-74.4% | $1,039-66.0% | $4,660-92.4% |
| Participant deferral / active EE | $1,767 | $2,623-32.6% | $1,952-9.5% | $6,688-73.6% |
| Admin fee / account holder | $13,185 | $3,334+295.5% | $2,829+366.1% | $13,397-1.6% |