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 | $24,082 | $210,648-88.6% | $177,989-86.5% | $145,922-83.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.71% | 385.86%-367.1pp | 294.48%-275.8pp | 561.29%-542.6pp |
| Employer contribution / active EE | $655 | $4,565-85.7% | $3,949-83.4% | $4,660-85.9% |
| Participant deferral / active EE | $2,258 | $6,958-67.5% | $6,276-64.0% | $6,688-66.2% |
| Admin fee / account holder | $356 | $12,013-97.0% | $10,363-96.6% | $13,397-97.3% |