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 7-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 | $13,396 | $88,751-84.9% | $81,812-83.6% | $145,922-90.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 9.80% | 1025.40%-1015.6pp | 773.79%-764.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $702 | $3,083-77.2% | $2,912-75.9% | $4,660-84.9% |
| Participant deferral / active EE | $873 | $4,643-81.2% | $4,319-79.8% | $6,688-86.9% |
| Admin fee / account holder | $2,687 | $8,415-68.1% | $7,386-63.6% | $13,397-79.9% |