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 4-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 | $4,555 | $76,738-94.1% | $56,411-91.9% | $145,922-96.9% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 6.85% | 2994.23%-2987.4pp | 1701.33%-1694.5pp | 561.29%-554.4pp |
| Employer contribution / active EE | $995 | $1,380-27.9% | $1,039-4.2% | $4,660-78.7% |
| Participant deferral / active EE | $1,917 | $2,623-26.9% | $1,952-1.8% | $6,688-71.3% |
| Admin fee / account holder | $2,536 | $3,334-23.9% | $2,829-10.3% | $13,397-81.1% |