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 3-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 | $7,266 | $90,348-92.0% | $75,972-90.4% | $145,922-95.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 53.83% | 620.88%-567.0pp | 359.55%-305.7pp | 561.29%-507.5pp |
| Employer contribution / active EE | $1,254 | $3,311-62.1% | $2,685-53.3% | $4,660-73.1% |
| Participant deferral / active EE | $3,807 | $5,162-26.2% | $4,255-10.5% | $6,688-43.1% |
| Admin fee / account holder | $402 | $8,467-95.3% | $6,467-93.8% | $13,397-97.0% |