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 | $11,083 | $114,047-90.3% | $96,139-88.5% | $167,490-93.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 27.15% | 189.88%-162.7pp | 191.94%-164.8pp | 478.56%-451.4pp |
| Employer contribution / active EE | $1,776 | $3,427-48.2% | $2,797-36.5% | $4,837-63.3% |
| Participant deferral / active EE | $5,741 | $5,194+10.5% | $4,349+32.0% | $6,341-9.5% |
| Admin fee / account holder | $407 | $6,897-94.1% | $5,537-92.7% | $12,309-96.7% |