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 | $13,930 | $76,738-81.8% | $56,411-75.3% | $145,922-90.5% |
| Participation rate | 90.9% | 63.2%+27.7pp | 52.5%+38.4pp | 80.3%+10.6pp |
| Annual return | 11.33% | 2994.23%-2982.9pp | 1701.33%-1690.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $995 | $1,380-27.9% | $1,039-4.2% | $4,660-78.7% |
| Participant deferral / active EE | $3,495 | $2,623+33.3% | $1,952+79.0% | $6,688-47.7% |
| Admin fee / account holder | $2,024 | $3,334-39.3% | $2,829-28.4% | $13,397-84.9% |