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 | $14,129 | $84,696-83.3% | $75,696-81.3% | $167,490-91.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.59% | 199.36%-185.8pp | 104.53%-90.9pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,039 | $3,230-67.8% | $2,743-62.1% | $4,837-78.5% |
| Participant deferral / active EE | $2,872 | $4,580-37.3% | $3,821-24.8% | $6,341-54.7% |
| Admin fee / account holder | $1,141 | $5,355-78.7% | $3,619-68.5% | $12,309-90.7% |