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 9-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 | $11,943 | $104,486-88.6% | $76,817-84.5% | $152,861-92.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 18.21% | 1013.37%-995.2pp | 1166.11%-1147.9pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,063 | $3,116-65.9% | $2,302-53.8% | $4,762-77.7% |
| Participant deferral / active EE | $1,565 | $4,236-63.0% | $3,336-53.1% | $5,850-73.2% |
| Admin fee / account holder | $1,211 | $12,275-90.1% | $6,420-81.1% | $11,596-89.6% |