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 | $5,197 | $76,738-93.2% | $56,411-90.8% | $145,922-96.4% |
| Participation rate | 77.3% | 63.2%+14.1pp | 52.5%+24.8pp | 80.3%-3.0pp |
| Annual return | 14.18% | 2994.23%-2980.0pp | 1701.33%-1687.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $671 | $1,380-51.4% | $1,039-35.4% | $4,660-85.6% |
| Participant deferral / active EE | $2,428 | $2,623-7.4% | $1,952+24.4% | $6,688-63.7% |
| Admin fee / account holder | $521 | $3,334-84.4% | $2,829-81.6% | $13,397-96.1% |