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 4-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 | $5,923 | $81,625-92.7% | $58,482-89.9% | $139,434-95.8% |
| Participation rate | 77.8% | 61.3%+16.4pp | 50.9%+26.9pp | 80.3%-2.5pp |
| Annual return | 25.83% | 7404.20%-7378.4pp | 4239.32%-4213.5pp | 372.94%-347.1pp |
| Employer contribution / active EE | $1,289 | $1,398-7.8% | $1,053+22.4% | $4,751-72.9% |
| Participant deferral / active EE | $2,485 | $2,557-2.8% | $1,924+29.2% | $6,710-63.0% |
| Admin fee / account holder | $1,320 | $3,265-59.6% | $2,516-47.6% | $11,403-88.4% |