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 | $5,587 | $70,756-92.1% | $65,493-91.5% | $142,382-96.1% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 27.11% | 1754.89%-1727.8pp | 982.45%-955.3pp | 217.08%-190.0pp |
| Employer contribution / active EE | $2,186 | $2,881-24.1% | $2,574-15.1% | $4,299-49.2% |
| Participant deferral / active EE | $2,599 | $4,637-44.0% | $3,961-34.4% | $6,507-60.1% |
| Admin fee / account holder | $608 | $6,559-90.7% | $5,028-87.9% | $12,624-95.2% |