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 | $2,728 | $76,738-96.4% | $56,411-95.2% | $145,922-98.1% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 11.88% | 2994.23%-2982.3pp | 1701.33%-1689.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $987 | $1,380-28.5% | $1,039-5.0% | $4,660-78.8% |
| Participant deferral / active EE | $1,287 | $2,623-50.9% | $1,952-34.1% | $6,688-80.8% |
| Admin fee / account holder | $1,088 | $3,334-67.4% | $2,829-61.5% | $13,397-91.9% |