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 | $27,279 | $159,901-82.9% | $146,958-81.4% | $145,922-81.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.31% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,942 | $5,286-63.3% | $4,933-60.6% | $4,660-58.3% |
| Participant deferral / active EE | $7,389 | $8,428-12.3% | $8,070-8.4% | $6,688+10.5% |
| Admin fee / account holder | $6,942 | $15,044-53.9% | $12,998-46.6% | $13,397-48.2% |