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 5-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 | $15,919 | $57,281-72.2% | $86,612-81.6% | $75,163-78.8% |
| Participation rate | 95.1% | 63.2%+31.9pp | 71.7%+23.4pp | 67.2%+27.9pp |
| Annual return | 20.04% | 2670.75%-2650.7pp | 591.07%-571.0pp | 160.62%-140.6pp |
| Employer contribution / active EE | $5,185 | $2,314+124.0% | $3,022+71.5% | $2,670+94.2% |
| Participant deferral / active EE | $2,051 | $3,318-38.2% | $4,438-53.8% | $4,125-50.3% |
| Admin fee / account holder | $514 | $4,112-87.5% | $5,614-90.8% | $5,651-90.9% |