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 | $8,830 | $90,348-90.2% | $75,972-88.4% | $145,922-93.9% |
| Participation rate | 92.3% | 74.5%+17.9pp | 69.1%+23.3pp | 80.3%+12.0pp |
| Annual return | 17.93% | 620.88%-602.9pp | 359.55%-341.6pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,354 | $3,311-59.1% | $2,685-49.6% | $4,660-70.9% |
| Participant deferral / active EE | $1,527 | $5,162-70.4% | $4,255-64.1% | $6,688-77.2% |
| Admin fee / account holder | $500 | $8,467-94.1% | $6,467-92.3% | $13,397-96.3% |