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 7-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 | $12,138 | $88,751-86.3% | $81,812-85.2% | $145,922-91.7% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 12.47% | 1025.40%-1012.9pp | 773.79%-761.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,038 | $3,083-33.9% | $2,912-30.0% | $4,660-56.3% |
| Participant deferral / active EE | $2,588 | $4,643-44.3% | $4,319-40.1% | $6,688-61.3% |
| Admin fee / account holder | $438 | $8,415-94.8% | $7,386-94.1% | $13,397-96.7% |