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 | $10,640 | $102,966-89.7% | $90,281-88.2% | $152,861-93.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 146.24% | 95.16%+51.1pp | 78.10%+68.1pp | 345.32%-199.1pp |
| Employer contribution / active EE | $1,806 | $3,139-42.5% | $2,854-36.7% | $4,762-62.1% |
| Participant deferral / active EE | $2,735 | $4,281-36.1% | $3,885-29.6% | $5,850-53.3% |
| Admin fee / account holder | $643 | $6,171-89.6% | $5,351-88.0% | $11,596-94.5% |