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 | $30,180 | $155,788-80.6% | $124,672-75.8% | $167,490-82.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 15.38% | 17.97%-2.6pp | 5142.93%-5127.6pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,508 | $4,163-63.8% | $3,324-54.6% | $4,837-68.8% |
| Participant deferral / active EE | $6,578 | $5,673+15.9% | $4,614+42.5% | $6,341+3.7% |
| Admin fee / account holder | $831 | $9,531-91.3% | $7,493-88.9% | $12,309-93.2% |