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 | $1,858 | $76,738-97.6% | $56,411-96.7% | $145,922-98.7% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+19.0pp | 80.3%-8.8pp |
| Annual return | 11.78% | 2994.23%-2982.4pp | 1701.33%-1689.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $53 | $1,380-96.2% | $1,039-94.9% | $4,660-98.9% |
| Participant deferral / active EE | $1,350 | $2,623-48.5% | $1,952-30.8% | $6,688-79.8% |
| Admin fee / account holder | $726 | $3,334-78.2% | $2,829-74.3% | $13,397-94.6% |