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 | $7,790 | $96,635-91.9% | $86,612-91.0% | $139,434-94.4% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 16.52% | 106.41%-89.9pp | 591.07%-574.5pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,915 | $3,263-41.3% | $3,022-36.6% | $4,751-59.7% |
| Participant deferral / active EE | $2,043 | $4,836-57.7% | $4,438-54.0% | $6,710-69.5% |
| Admin fee / account holder | $1,206 | $6,408-81.2% | $5,614-78.5% | $11,403-89.4% |