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 | $66,151 | $70,756-6.5% | $65,493+1.0% | $142,382-53.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.23% | 1754.89%-1740.7pp | 982.45%-968.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,627 | $2,881-43.5% | $2,574-36.8% | $4,299-62.2% |
| Participant deferral / active EE | $2,022 | $4,637-56.4% | $3,961-49.0% | $6,507-68.9% |
| Admin fee / account holder | $1,709 | $6,559-73.9% | $5,028-66.0% | $12,624-86.5% |