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 | $90,397-88.8% | $76,002-86.6% | $145,959-93.0% |
| Participation rate | 95.2% | 74.5%+20.7pp | 69.1%+26.2pp | 80.3%+15.0pp |
| Annual return | 15.52% | 621.97%-606.5pp | 360.07%-344.5pp | 561.95%-546.4pp |
| Employer contribution / active EE | $2,803 | $3,317-15.5% | $2,688+4.3% | $4,661-39.9% |
| Participant deferral / active EE | $5,203 | $5,163+0.8% | $4,257+22.2% | $6,689-22.2% |
| Admin fee / account holder | $733 | $8,369-91.2% | $6,414-88.6% | $13,398-94.5% |