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 | $9,666 | $96,635-90.0% | $86,612-88.8% | $139,434-93.1% |
| Participation rate | 85.0% | 74.4%+10.6pp | 71.7%+13.3pp | 80.3%+4.7pp |
| Annual return | 17.04% | 106.41%-89.4pp | 591.07%-574.0pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,590 | $3,263-51.3% | $3,022-47.4% | $4,751-66.5% |
| Participant deferral / active EE | $1,542 | $4,836-68.1% | $4,438-65.3% | $6,710-77.0% |
| Admin fee / account holder | $575 | $6,408-91.0% | $5,614-89.8% | $11,403-95.0% |