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 | $10,157 | $90,348-88.8% | $75,972-86.6% | $145,922-93.0% |
| Participation rate | 95.2% | 74.5%+20.8pp | 69.1%+26.2pp | 80.3%+15.0pp |
| Annual return | 15.52% | 620.88%-605.4pp | 359.55%-344.0pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,803 | $3,311-15.4% | $2,685+4.4% | $4,660-39.9% |
| Participant deferral / active EE | $5,203 | $5,162+0.8% | $4,255+22.3% | $6,688-22.2% |
| Admin fee / account holder | $733 | $8,467-91.3% | $6,467-88.7% | $13,397-94.5% |