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 6-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 | $24,113 | $96,305-75.0% | $80,569-70.1% | $139,434-82.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.59% | 1350.08%-1337.5pp | 935.43%-922.8pp | 372.94%-360.4pp |
| Employer contribution / active EE | $7,056 | $3,262+116.3% | $2,723+159.1% | $4,751+48.5% |
| Participant deferral / active EE | $1,701 | $5,232-67.5% | $4,447-61.7% | $6,710-74.6% |
| Admin fee / account holder | $2,146 | $6,599-67.5% | $5,377-60.1% | $11,403-81.2% |