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 4-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 | $7,947 | $96,635-91.8% | $86,612-90.8% | $139,434-94.3% |
| Participation rate | 94.1% | 74.4%+19.7pp | 71.7%+22.4pp | 80.3%+13.8pp |
| Annual return | 35.29% | 106.41%-71.1pp | 591.07%-555.8pp | 372.94%-337.7pp |
| Employer contribution / active EE | $2,116 | $3,263-35.2% | $3,022-30.0% | $4,751-55.5% |
| Participant deferral / active EE | $3,502 | $4,836-27.6% | $4,438-21.1% | $6,710-47.8% |
| Admin fee / account holder | $611 | $6,408-90.5% | $5,614-89.1% | $11,403-94.6% |