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 7-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 | $10,889 | $90,348-87.9% | $75,972-85.7% | $145,922-92.5% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.1%+25.9pp | 80.3%+14.7pp |
| Annual return | 11.05% | 620.88%-609.8pp | 359.55%-348.5pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,002 | $3,311-39.5% | $2,685-25.4% | $4,660-57.0% |
| Participant deferral / active EE | $2,394 | $5,162-53.6% | $4,255-43.7% | $6,688-64.2% |
| Admin fee / account holder | $5,021 | $8,467-40.7% | $6,467-22.3% | $13,397-62.5% |