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 6-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 | $16,794 | $96,305-82.6% | $80,569-79.2% | $139,434-88.0% |
| Participation rate | 73.7% | 73.6%+0.1pp | 67.0%+6.7pp | 80.3%-6.6pp |
| Annual return | 84.33% | 1350.08%-1265.8pp | 935.43%-851.1pp | 372.94%-288.6pp |
| Employer contribution / active EE | $1,449 | $3,262-55.6% | $2,723-46.8% | $4,751-69.5% |
| Participant deferral / active EE | $2,782 | $5,232-46.8% | $4,447-37.4% | $6,710-58.5% |
| Admin fee / account holder | $496 | $6,599-92.5% | $5,377-90.8% | $11,403-95.6% |