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 | $3,292 | $81,625-96.0% | $58,482-94.4% | $139,434-97.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 15.21% | 7404.20%-7389.0pp | 4239.32%-4224.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $64 | $1,398-95.4% | $1,053-93.9% | $4,751-98.7% |
| Participant deferral / active EE | $358 | $2,557-86.0% | $1,924-81.4% | $6,710-94.7% |
| Admin fee / account holder | $1,076 | $3,265-67.0% | $2,516-57.2% | $11,403-90.6% |