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 | $17,866 | $90,397-80.2% | $76,002-76.5% | $145,959-87.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 45.80% | 621.97%-576.2pp | 360.07%-314.3pp | 561.95%-516.1pp |
| Employer contribution / active EE | $1,571 | $3,317-52.6% | $2,688-41.6% | $4,661-66.3% |
| Participant deferral / active EE | $2,110 | $5,163-59.1% | $4,257-50.4% | $6,689-68.5% |
| Admin fee / account holder | $1,868 | $8,369-77.7% | $6,414-70.9% | $13,398-86.1% |