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 | $24,476 | $70,756-65.4% | $65,493-62.6% | $142,382-82.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.63% | 1754.89%-1736.3pp | 982.45%-963.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,543 | $2,881-46.4% | $2,574-40.1% | $4,299-64.1% |
| Participant deferral / active EE | $3,118 | $4,637-32.8% | $3,961-21.3% | $6,507-52.1% |
| Admin fee / account holder | $598 | $6,559-90.9% | $5,028-88.1% | $12,624-95.3% |