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 3-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 | $8,064 | $72,400-88.9% | $67,502-88.1% | $145,922-94.5% |
| Participation rate | 91.7% | 76.9%+14.8pp | 72.9%+18.8pp | 80.3%+11.4pp |
| Annual return | 18.41% | 7182.46%-7164.1pp | 3512.12%-3493.7pp | 561.29%-542.9pp |
| Employer contribution / active EE | $2,365 | $3,069-22.9% | $2,731-13.4% | $4,660-49.2% |
| Participant deferral / active EE | $2,936 | $4,783-38.6% | $4,000-26.6% | $6,688-56.1% |
| Admin fee / account holder | $2,187 | $5,539-60.5% | $3,998-45.3% | $13,397-83.7% |