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 3-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 | $7,927 | $70,756-88.8% | $65,493-87.9% | $142,382-94.4% |
| Participation rate | 77.8% | 77.4%+0.4pp | 73.1%+4.7pp | 80.1%-2.3pp |
| Annual return | 15.85% | 1754.89%-1739.0pp | 982.45%-966.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $305 | $2,881-89.4% | $2,574-88.2% | $4,299-92.9% |
| Participant deferral / active EE | $1,533 | $4,637-66.9% | $3,961-61.3% | $6,507-76.4% |
| Admin fee / account holder | $1,189 | $6,559-81.9% | $5,028-76.4% | $12,624-90.6% |