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 | $28,720 | $105,998-72.9% | $92,233-68.9% | $147,584-80.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.87% | 50.05%-27.2pp | 176.28%-153.4pp | 578.55%-555.7pp |
| Employer contribution / active EE | $770 | $4,333-82.2% | $3,679-79.1% | $4,876-84.2% |
| Participant deferral / active EE | $12,237 | $4,478+173.3% | $3,897+214.0% | $5,439+125.0% |
| Admin fee / account holder | $369 | $6,332-94.2% | $5,194-92.9% | $10,885-96.6% |