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 | $3,664 | $76,738-95.2% | $56,411-93.5% | $145,922-97.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.74% | 2994.23%-2978.5pp | 1701.33%-1685.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $171 | $1,380-87.6% | $1,039-83.5% | $4,660-96.3% |
| Participant deferral / active EE | $754 | $2,623-71.2% | $1,952-61.4% | $6,688-88.7% |
| Admin fee / account holder | $473 | $3,334-85.8% | $2,829-83.3% | $13,397-96.5% |