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 | $23,778 | $81,625-70.9% | $58,482-59.3% | $139,434-82.9% |
| Participation rate | 93.3% | 61.3%+32.0pp | 50.9%+42.5pp | 80.3%+13.0pp |
| Annual return | 29.87% | 7404.20%-7374.3pp | 4239.32%-4209.4pp | 372.94%-343.1pp |
| Employer contribution / active EE | $1,064 | $1,398-23.9% | $1,053+1.1% | $4,751-77.6% |
| Participant deferral / active EE | $2,707 | $2,557+5.9% | $1,924+40.7% | $6,710-59.7% |
| Admin fee / account holder | $2,412 | $3,265-26.1% | $2,516-4.2% | $11,403-78.9% |