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 6-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 | $14,462 | $96,635-85.0% | $86,612-83.3% | $139,434-89.6% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 20.05% | 106.41%-86.4pp | 591.07%-571.0pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,945 | $3,263-40.4% | $3,022-35.6% | $4,751-59.1% |
| Participant deferral / active EE | $2,581 | $4,836-46.6% | $4,438-41.8% | $6,710-61.5% |
| Admin fee / account holder | $1,362 | $6,408-78.7% | $5,614-75.7% | $11,403-88.1% |