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 | $10,587 | $109,982-90.4% | $97,226-89.1% | $145,922-92.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.69% | 242.90%-233.2pp | 75.13%-65.4pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,317 | $3,084-57.3% | $2,729-51.7% | $4,660-71.7% |
| Participant deferral / active EE | $869 | $4,676-81.4% | $4,264-79.6% | $6,688-87.0% |
| Admin fee / account holder | $1,314 | $6,221-78.9% | $5,654-76.8% | $13,397-90.2% |