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 | $52,375 | $88,751-41.0% | $81,812-36.0% | $145,922-64.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.63% | 1025.40%-1013.8pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,339 | $3,083-56.6% | $2,912-54.0% | $4,660-71.3% |
| Participant deferral / active EE | $10,745 | $4,643+131.4% | $4,319+148.8% | $6,688+60.7% |
| Admin fee / account holder | $615 | $8,415-92.7% | $7,386-91.7% | $13,397-95.4% |