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 8-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 | $8,037 | $88,751-90.9% | $81,812-90.2% | $145,922-94.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.13% | 1025.40%-1015.3pp | 773.79%-763.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,360 | $3,083-23.4% | $2,912-19.0% | $4,660-49.3% |
| Participant deferral / active EE | $1,388 | $4,643-70.1% | $4,319-67.9% | $6,688-79.2% |
| Admin fee / account holder | $1,715 | $8,415-79.6% | $7,386-76.8% | $13,397-87.2% |