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 | $9,924 | $96,305-89.7% | $80,569-87.7% | $139,434-92.9% |
| Participation rate | 86.7% | 73.6%+13.0pp | 67.0%+19.7pp | 80.3%+6.3pp |
| Annual return | 20.85% | 1350.08%-1329.2pp | 935.43%-914.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,715 | $3,262-47.4% | $2,723-37.0% | $4,751-63.9% |
| Participant deferral / active EE | $3,132 | $5,232-40.1% | $4,447-29.6% | $6,710-53.3% |
| Admin fee / account holder | $746 | $6,599-88.7% | $5,377-86.1% | $11,403-93.5% |