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 | $9,650 | $81,625-88.2% | $58,482-83.5% | $139,434-93.1% |
| Participation rate | 84.6% | 61.3%+23.3pp | 50.9%+33.8pp | 80.3%+4.3pp |
| Annual return | 19.82% | 7404.20%-7384.4pp | 4239.32%-4219.5pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,864 | $1,398+33.3% | $1,053+77.0% | $4,751-60.8% |
| Participant deferral / active EE | $2,906 | $2,557+13.7% | $1,924+51.1% | $6,710-56.7% |
| Admin fee / account holder | $1,149 | $3,265-64.8% | $2,516-54.3% | $11,403-89.9% |