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 | $9,262 | $88,710-89.6% | $81,783-88.7% | $145,959-93.7% |
| Participation rate | 95.8% | 75.0%+20.8pp | 72.4%+23.5pp | 80.3%+15.5pp |
| Annual return | 10.70% | 1027.26%-1016.6pp | 775.05%-764.4pp | 561.95%-551.3pp |
| Employer contribution / active EE | $1,358 | $3,083-56.0% | $2,913-53.4% | $4,661-70.9% |
| Participant deferral / active EE | $1,128 | $4,645-75.7% | $4,320-73.9% | $6,689-83.1% |
| Admin fee / account holder | $1,308 | $8,407-84.4% | $7,380-82.3% | $13,398-90.2% |