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 | $15,613 | $90,600-82.8% | $79,464-80.4% | $135,375-88.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 5.43% | 977.43%-972.0pp | 718.14%-712.7pp | 519.73%-514.3pp |
| Employer contribution / active EE | $1,143 | $3,068-62.7% | $2,800-59.2% | $4,779-76.1% |
| Participant deferral / active EE | $1,328 | $4,050-67.2% | $3,704-64.1% | $5,609-76.3% |
| Admin fee / account holder | $359 | $5,907-93.9% | $5,113-93.0% | $10,827-96.7% |