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 | $38,659 | $210,648-81.6% | $177,989-78.3% | $145,922-73.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.88% | 385.86%-378.0pp | 294.48%-286.6pp | 561.29%-553.4pp |
| Employer contribution / active EE | $1,809 | $4,565-60.4% | $3,949-54.2% | $4,660-61.2% |
| Participant deferral / active EE | $10,167 | $6,958+46.1% | $6,276+62.0% | $6,688+52.0% |
| Admin fee / account holder | $104,968 | $12,013+773.8% | $10,363+912.9% | $13,397+683.5% |