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 | $4,210 | $88,751-95.3% | $81,812-94.9% | $145,922-97.1% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 17.13% | 1025.40%-1008.3pp | 773.79%-756.7pp | 561.29%-544.2pp |
| Employer contribution / active EE | $599 | $3,083-80.6% | $2,912-79.4% | $4,660-87.1% |
| Participant deferral / active EE | $1,166 | $4,643-74.9% | $4,319-73.0% | $6,688-82.6% |
| Admin fee / account holder | $619 | $8,415-92.7% | $7,386-91.6% | $13,397-95.4% |