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 | $13,268 | $76,738-82.7% | $56,411-76.5% | $145,922-90.9% |
| Participation rate | 79.2% | 63.2%+16.0pp | 52.5%+26.7pp | 80.3%-1.1pp |
| Annual return | 14.60% | 2994.23%-2979.6pp | 1701.33%-1686.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $765 | $1,380-44.6% | $1,039-26.3% | $4,660-83.6% |
| Participant deferral / active EE | $1,815 | $2,623-30.8% | $1,952-7.0% | $6,688-72.9% |
| Admin fee / account holder | $559 | $3,334-83.2% | $2,829-80.2% | $13,397-95.8% |