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 | $9,890 | $76,738-87.1% | $56,411-82.5% | $145,922-93.2% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.1pp |
| Annual return | 19.66% | 2994.23%-2974.6pp | 1701.33%-1681.7pp | 561.29%-541.6pp |
| Employer contribution / active EE | $599 | $1,380-56.6% | $1,039-42.4% | $4,660-87.2% |
| Participant deferral / active EE | $1,812 | $2,623-30.9% | $1,952-7.2% | $6,688-72.9% |
| Admin fee / account holder | $378 | $3,334-88.7% | $2,829-86.6% | $13,397-97.2% |