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 | $36,322 | $99,918-63.6% | $81,382-55.4% | $145,922-75.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 2003.78% | 34.32%+1969.5pp | 24.73%+1979.0pp | 561.29%+1442.5pp |
| Employer contribution / active EE | $526 | $2,978-82.3% | $2,463-78.6% | $4,660-88.7% |
| Participant deferral / active EE | $949 | $4,605-79.4% | $3,883-75.6% | $6,688-85.8% |
| Admin fee / account holder | $759 | $8,212-90.8% | $5,768-86.8% | $13,397-94.3% |