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 4-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 | $9,106 | $109,982-91.7% | $97,226-90.6% | $145,922-93.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.75% | 242.90%-226.2pp | 75.13%-58.4pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,130 | $3,084-30.9% | $2,729-21.9% | $4,660-54.3% |
| Participant deferral / active EE | $2,415 | $4,676-48.4% | $4,264-43.4% | $6,688-63.9% |
| Admin fee / account holder | $2,232 | $6,221-64.1% | $5,654-60.5% | $13,397-83.3% |