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 | $15,896 | $99,020-83.9% | $86,590-81.6% | $147,584-89.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.07% | 1312.34%-1300.3pp | 964.84%-952.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $459 | $3,132-85.3% | $2,839-83.8% | $4,876-90.6% |
| Participant deferral / active EE | $1,127 | $3,972-71.6% | $3,609-68.8% | $5,439-79.3% |
| Admin fee / account holder | $1,506 | $5,710-73.6% | $4,906-69.3% | $10,885-86.2% |