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 | $9,453 | $76,738-87.7% | $56,411-83.2% | $145,922-93.5% |
| Participation rate | 70.0% | 63.2%+6.8pp | 52.5%+17.5pp | 80.3%-10.3pp |
| Annual return | 22.60% | 2994.23%-2971.6pp | 1701.33%-1678.7pp | 561.29%-538.7pp |
| Employer contribution / active EE | $934 | $1,380-32.3% | $1,039-10.1% | $4,660-80.0% |
| Participant deferral / active EE | $3,565 | $2,623+35.9% | $1,952+82.6% | $6,688-46.7% |
| Admin fee / account holder | $411 | $3,334-87.7% | $2,829-85.5% | $13,397-96.9% |