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 | $13,657 | $30,400-55.1% | $53,898-74.7% | $84,808-83.9% |
| Participation rate | 93.3% | 46.4%+46.9pp | 55.0%+38.4pp | 68.3%+25.0pp |
| Annual return | 22.14% | 500.19%-478.0pp | 528.60%-506.5pp | 40.90%-18.8pp |
| Employer contribution / active EE | $3,443 | $603+471.2% | $932+269.4% | $2,631+30.8% |
| Participant deferral / active EE | $2,583 | $1,199+115.5% | $1,826+41.4% | $4,212-38.7% |
| Admin fee / account holder | $821 | $1,993-58.8% | $2,491-67.0% | $7,344-88.8% |