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 5-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 | $12,194 | $70,756-82.8% | $65,493-81.4% | $142,382-91.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.27% | 1754.89%-1739.6pp | 982.45%-967.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,555 | $2,881-46.0% | $2,574-39.6% | $4,299-63.8% |
| Participant deferral / active EE | $1,431 | $4,637-69.2% | $3,961-63.9% | $6,507-78.0% |
| Admin fee / account holder | $515 | $6,559-92.2% | $5,028-89.8% | $12,624-95.9% |