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 | $7,956 | $96,635-91.8% | $86,612-90.8% | $139,434-94.3% |
| Participation rate | 85.0% | 74.4%+10.6pp | 71.7%+13.3pp | 80.3%+4.7pp |
| Annual return | 19.92% | 106.41%-86.5pp | 591.07%-571.2pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,869 | $3,263-42.7% | $3,022-38.2% | $4,751-60.7% |
| Participant deferral / active EE | $3,316 | $4,836-31.4% | $4,438-25.3% | $6,710-50.6% |
| Admin fee / account holder | $2,300 | $6,408-64.1% | $5,614-59.0% | $11,403-79.8% |