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 | $5,848 | $81,625-92.8% | $58,482-90.0% | $139,434-95.8% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 17.43% | 7404.20%-7386.8pp | 4239.32%-4221.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $797 | $1,398-43.0% | $1,053-24.3% | $4,751-83.2% |
| Participant deferral / active EE | $1,039 | $2,557-59.4% | $1,924-46.0% | $6,710-84.5% |
| Admin fee / account holder | $1,223 | $3,265-62.5% | $2,516-51.4% | $11,403-89.3% |