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 6-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 | $10,788 | $109,982-90.2% | $97,226-88.9% | $145,922-92.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.52% | 242.90%-228.4pp | 75.13%-60.6pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,691 | $3,084-45.2% | $2,729-38.0% | $4,660-63.7% |
| Participant deferral / active EE | $1,907 | $4,676-59.2% | $4,264-55.3% | $6,688-71.5% |
| Admin fee / account holder | $497 | $6,221-92.0% | $5,654-91.2% | $13,397-96.3% |