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 3-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 | $6,670 | $58,208-88.5% | $81,812-91.8% | $80,856-91.8% |
| Participation rate | 96.2% | 63.4%+32.7pp | 72.3%+23.8pp | 67.6%+28.5pp |
| Annual return | 76.15% | 41.66%+34.5pp | 773.79%-697.6pp | 35.59%+40.6pp |
| Employer contribution / active EE | $2,703 | $2,340+15.5% | $2,912-7.2% | $2,755-1.9% |
| Participant deferral / active EE | $1,421 | $3,281-56.7% | $4,319-67.1% | $4,296-66.9% |
| Admin fee / account holder | $579 | $4,981-88.4% | $7,386-92.2% | $6,918-91.6% |