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 | $14,319 | $96,635-85.2% | $86,612-83.5% | $139,434-89.7% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 16.59% | 106.41%-89.8pp | 591.07%-574.5pp | 372.94%-356.4pp |
| Employer contribution / active EE | $970 | $3,263-70.3% | $3,022-67.9% | $4,751-79.6% |
| Participant deferral / active EE | $2,127 | $4,836-56.0% | $4,438-52.1% | $6,710-68.3% |
| Admin fee / account holder | $338 | $6,408-94.7% | $5,614-94.0% | $11,403-97.0% |