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 | $7,504 | $76,738-90.2% | $56,411-86.7% | $145,922-94.9% |
| Participation rate | 95.2% | 63.2%+32.0pp | 52.5%+42.8pp | 80.3%+15.0pp |
| Annual return | 13.12% | 2994.23%-2981.1pp | 1701.33%-1688.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,097 | $1,380-20.5% | $1,039+5.6% | $4,660-76.5% |
| Participant deferral / active EE | $2,072 | $2,623-21.0% | $1,952+6.2% | $6,688-69.0% |
| Admin fee / account holder | $630 | $3,334-81.1% | $2,829-77.7% | $13,397-95.3% |