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 | $3,205 | $67,823-95.3% | $52,425-93.9% | $137,256-97.7% |
| Participation rate | 87.5% | 63.9%+23.6pp | 55.6%+31.9pp | 80.0%+7.5pp |
| Annual return | 19.47% | 219.11%-199.6pp | 302.12%-282.6pp | 220.34%-200.9pp |
| Employer contribution / active EE | $933 | $1,163-19.8% | $914+2.0% | $4,156-77.6% |
| Participant deferral / active EE | $1,172 | $2,288-48.8% | $1,790-34.6% | $6,407-81.7% |
| Admin fee / account holder | $552 | $2,844-80.6% | $2,495-77.9% | $12,270-95.5% |