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 | $11,391 | $90,348-87.4% | $75,972-85.0% | $145,922-92.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.69% | 620.88%-612.2pp | 359.55%-350.9pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,546 | $3,311-53.3% | $2,685-42.4% | $4,660-66.8% |
| Participant deferral / active EE | $2,606 | $5,162-49.5% | $4,255-38.8% | $6,688-61.0% |
| Admin fee / account holder | $16,575 | $8,467+95.8% | $6,467+156.3% | $13,397+23.7% |