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 8-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 | $5,573 | $88,751-93.7% | $81,812-93.2% | $145,922-96.2% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 14.08% | 1025.40%-1011.3pp | 773.79%-759.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $709 | $3,083-77.0% | $2,912-75.7% | $4,660-84.8% |
| Participant deferral / active EE | $1,041 | $4,643-77.6% | $4,319-75.9% | $6,688-84.4% |
| Admin fee / account holder | $1,162 | $8,415-86.2% | $7,386-84.3% | $13,397-91.3% |