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 | $22,564 | $70,756-68.1% | $65,493-65.5% | $142,382-84.2% |
| Participation rate | 92.9% | 77.4%+15.5pp | 73.1%+19.8pp | 80.1%+12.7pp |
| Annual return | 18.10% | 1754.89%-1736.8pp | 982.45%-964.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,903 | $2,881-33.9% | $2,574-26.1% | $4,299-55.7% |
| Participant deferral / active EE | $3,406 | $4,637-26.6% | $3,961-14.0% | $6,507-47.7% |
| Admin fee / account holder | $695 | $6,559-89.4% | $5,028-86.2% | $12,624-94.5% |