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 3-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 | $8,880 | $96,305-90.8% | $80,569-89.0% | $139,434-93.6% |
| Participation rate | 90.0% | 73.6%+16.4pp | 67.0%+23.0pp | 80.3%+9.7pp |
| Annual return | 27.56% | 1350.08%-1322.5pp | 935.43%-907.9pp | 372.94%-345.4pp |
| Employer contribution / active EE | $2,447 | $3,262-25.0% | $2,723-10.2% | $4,751-48.5% |
| Participant deferral / active EE | $4,444 | $5,232-15.1% | $4,447-0.1% | $6,710-33.8% |
| Admin fee / account holder | $321 | $6,599-95.1% | $5,377-94.0% | $11,403-97.2% |