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 | $10,248 | $96,635-89.4% | $86,612-88.2% | $139,434-92.7% |
| Participation rate | 92.9% | 74.4%+18.5pp | 71.7%+21.2pp | 80.3%+12.5pp |
| Annual return | 21.95% | 106.41%-84.5pp | 591.07%-569.1pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,322 | $3,263-59.5% | $3,022-56.3% | $4,751-72.2% |
| Participant deferral / active EE | $2,734 | $4,836-43.5% | $4,438-38.4% | $6,710-59.3% |
| Admin fee / account holder | $836 | $6,408-87.0% | $5,614-85.1% | $11,403-92.7% |