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 | $11,331 | $70,756-84.0% | $65,493-82.7% | $142,382-92.0% |
| Participation rate | 93.8% | 77.4%+16.4pp | 73.1%+20.7pp | 80.1%+13.6pp |
| Annual return | 17.71% | 1754.89%-1737.2pp | 982.45%-964.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,666 | $2,881-42.2% | $2,574-35.3% | $4,299-61.2% |
| Participant deferral / active EE | $2,924 | $4,637-36.9% | $3,961-26.2% | $6,507-55.1% |
| Admin fee / account holder | $1,089 | $6,559-83.4% | $5,028-78.3% | $12,624-91.4% |