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 | $7,865 | $110,502-92.9% | $80,716-90.3% | $167,490-95.3% |
| Participation rate | 82.4% | 64.0%+18.4pp | 54.2%+28.2pp | 82.1%+0.2pp |
| Annual return | 17.39% | 120.54%-103.1pp | 87.28%-69.9pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,016 | $1,543-34.1% | $1,160-12.4% | $4,837-79.0% |
| Participant deferral / active EE | $3,572 | $2,871+24.4% | $2,146+66.5% | $6,341-43.7% |
| Admin fee / account holder | $868 | $4,545-80.9% | $3,380-74.3% | $12,309-92.9% |