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 | $21,681 | $110,502-80.4% | $80,716-73.1% | $167,490-87.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 9.88% | 120.54%-110.7pp | 87.28%-77.4pp | 478.56%-468.7pp |
| Employer contribution / active EE | $939 | $1,543-39.1% | $1,160-19.1% | $4,837-80.6% |
| Participant deferral / active EE | $3,207 | $2,871+11.7% | $2,146+49.4% | $6,341-49.4% |
| Admin fee / account holder | $949 | $4,545-79.1% | $3,380-71.9% | $12,309-92.3% |