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 | $22,027 | $185,200-88.1% | $142,863-84.6% | $167,490-86.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 13.13% | 8555.70%-8542.6pp | 5637.54%-5624.4pp | 478.56%-465.4pp |
| Employer contribution / active EE | $383 | $5,604-93.2% | $4,144-90.8% | $4,837-92.1% |
| Participant deferral / active EE | $825 | $4,494-81.6% | $3,837-78.5% | $6,341-87.0% |
| Admin fee / account holder | $5,166 | $8,031-35.7% | $6,560-21.3% | $12,309-58.0% |