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 | $12,180 | $158,398-92.3% | $126,539-90.4% | $142,382-91.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.49% | 593.76%-581.3pp | 425.95%-413.5pp | 217.08%-204.6pp |
| Employer contribution / active EE | $536 | $4,650-88.5% | $3,674-85.4% | $4,299-87.5% |
| Participant deferral / active EE | $610 | $4,767-87.2% | $4,083-85.1% | $6,507-90.6% |
| Admin fee / account holder | $1,872 | $6,918-72.9% | $6,065-69.1% | $12,624-85.2% |