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 8-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 | $13,947 | $70,606-80.2% | $53,898-74.1% | $142,382-90.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 8.85% | 619.81%-611.0pp | 528.60%-519.8pp | 217.08%-208.2pp |
| Employer contribution / active EE | $385 | $1,202-68.0% | $932-58.7% | $4,299-91.0% |
| Participant deferral / active EE | $589 | $2,364-75.1% | $1,826-67.7% | $6,507-90.9% |
| Admin fee / account holder | $725 | $2,852-74.6% | $2,491-70.9% | $12,624-94.3% |