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 | $6,598 | $109,904-94.0% | $97,167-93.2% | $145,959-95.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.69% | 243.43%-229.7pp | 75.27%-61.6pp | 561.95%-548.3pp |
| Employer contribution / active EE | $1,083 | $3,084-64.9% | $2,729-60.3% | $4,661-76.8% |
| Participant deferral / active EE | $1,235 | $4,676-73.6% | $4,264-71.0% | $6,689-81.5% |
| Admin fee / account holder | $330 | $6,216-94.7% | $5,650-94.2% | $13,398-97.5% |