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 | $12,239 | $109,982-88.9% | $97,226-87.4% | $145,922-91.6% |
| Participation rate | 81.8% | 75.9%+5.9pp | 72.7%+9.1pp | 80.3%+1.5pp |
| Annual return | 9.06% | 242.90%-233.8pp | 75.13%-66.1pp | 561.29%-552.2pp |
| Employer contribution / active EE | $726 | $3,084-76.4% | $2,729-73.4% | $4,660-84.4% |
| Participant deferral / active EE | $1,760 | $4,676-62.4% | $4,264-58.7% | $6,688-73.7% |
| Admin fee / account holder | $1,692 | $6,221-72.8% | $5,654-70.1% | $13,397-87.4% |