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 | $6,157 | $88,751-93.1% | $81,812-92.5% | $145,922-95.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.45% | 1025.40%-1013.9pp | 773.79%-762.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,387 | $3,083-55.0% | $2,912-52.4% | $4,660-70.2% |
| Participant deferral / active EE | $2,313 | $4,643-50.2% | $4,319-46.4% | $6,688-65.4% |
| Admin fee / account holder | $2,841 | $8,415-66.2% | $7,386-61.5% | $13,397-78.8% |