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 | $12,954 | $109,982-88.2% | $97,226-86.7% | $145,922-91.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 13.37% | 242.90%-229.5pp | 75.13%-61.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,750 | $3,084-43.3% | $2,729-35.9% | $4,660-62.5% |
| Participant deferral / active EE | $3,939 | $4,676-15.8% | $4,264-7.6% | $6,688-41.1% |
| Admin fee / account holder | $5,473 | $6,221-12.0% | $5,654-3.2% | $13,397-59.2% |