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 | $9,584 | $96,305-90.0% | $80,569-88.1% | $139,434-93.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.24% | 1350.08%-1337.8pp | 935.43%-923.2pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,757 | $3,262-46.1% | $2,723-35.5% | $4,751-63.0% |
| Participant deferral / active EE | $2,811 | $5,232-46.3% | $4,447-36.8% | $6,710-58.1% |
| Admin fee / account holder | $10,633 | $6,599+61.1% | $5,377+97.7% | $11,403-6.7% |