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 | $8,985 | $88,751-89.9% | $81,812-89.0% | $145,922-93.8% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 10.02% | 1025.40%-1015.4pp | 773.79%-763.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,341 | $3,083-24.1% | $2,912-19.6% | $4,660-49.8% |
| Participant deferral / active EE | $2,559 | $4,643-44.9% | $4,319-40.7% | $6,688-61.7% |
| Admin fee / account holder | $1,729 | $8,415-79.5% | $7,386-76.6% | $13,397-87.1% |