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 | $2,908 | $81,625-96.4% | $58,482-95.0% | $139,434-97.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 18.66% | 7404.20%-7385.5pp | 4239.32%-4220.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $648 | $1,398-53.7% | $1,053-38.5% | $4,751-86.4% |
| Participant deferral / active EE | $909 | $2,557-64.4% | $1,924-52.7% | $6,710-86.4% |
| Admin fee / account holder | $919 | $3,265-71.9% | $2,516-63.5% | $11,403-91.9% |