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 | $10,115 | $84,402-88.0% | $61,373-83.5% | $134,475-92.5% |
| Participation rate | 72.7% | 62.2%+10.5pp | 52.6%+20.2pp | 81.2%-8.5pp |
| Annual return | 7.74% | 584.55%-576.8pp | 338.61%-330.9pp | 417.96%-410.2pp |
| Employer contribution / active EE | $795 | $1,544-48.5% | $1,159-31.5% | $4,740-83.2% |
| Participant deferral / active EE | $2,668 | $2,819-5.4% | $2,125+25.5% | $6,400-58.3% |
| Admin fee / account holder | $548 | $2,585-78.8% | $2,130-74.2% | $11,426-95.2% |