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 | $8,527 | $96,635-91.2% | $86,612-90.2% | $139,434-93.9% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 34.15% | 106.41%-72.3pp | 591.07%-556.9pp | 372.94%-338.8pp |
| Employer contribution / active EE | $1,372 | $3,263-58.0% | $3,022-54.6% | $4,751-71.1% |
| Participant deferral / active EE | $4,121 | $4,836-14.8% | $4,438-7.1% | $6,710-38.6% |
| Admin fee / account holder | $606 | $6,408-90.5% | $5,614-89.2% | $11,403-94.7% |