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 7-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 | $12,321 | $68,097-81.9% | $62,929-80.4% | $137,256-91.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 16.65% | 1859.11%-1842.5pp | 1063.93%-1047.3pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,176 | $2,811-58.2% | $2,505-53.0% | $4,156-71.7% |
| Participant deferral / active EE | $1,515 | $4,553-66.7% | $3,888-61.0% | $6,407-76.4% |
| Admin fee / account holder | $521 | $6,521-92.0% | $5,065-89.7% | $12,270-95.8% |