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 9-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 | $8,525 | $90,348-90.6% | $75,972-88.8% | $145,922-94.2% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 11.38% | 620.88%-609.5pp | 359.55%-348.2pp | 561.29%-549.9pp |
| Employer contribution / active EE | $921 | $3,311-72.2% | $2,685-65.7% | $4,660-80.2% |
| Participant deferral / active EE | $1,310 | $5,162-74.6% | $4,255-69.2% | $6,688-80.4% |
| Admin fee / account holder | $1,111 | $8,467-86.9% | $6,467-82.8% | $13,397-91.7% |