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 | $12,961 | $72,400-82.1% | $67,502-80.8% | $145,922-91.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.55% | 7182.46%-7170.9pp | 3512.12%-3500.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $654 | $3,069-78.7% | $2,731-76.1% | $4,660-86.0% |
| Participant deferral / active EE | $1,634 | $4,783-65.8% | $4,000-59.1% | $6,688-75.6% |
| Admin fee / account holder | $2,112 | $5,539-61.9% | $3,998-47.2% | $13,397-84.2% |