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 | $10,326 | $88,751-88.4% | $81,812-87.4% | $145,922-92.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 12.14% | 1025.40%-1013.3pp | 773.79%-761.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,356 | $3,083-56.0% | $2,912-53.4% | $4,660-70.9% |
| Participant deferral / active EE | $3,035 | $4,643-34.6% | $4,319-29.7% | $6,688-54.6% |
| Admin fee / account holder | $13,897 | $8,415+65.1% | $7,386+88.2% | $13,397+3.7% |