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 | $11,304 | $70,756-84.0% | $65,493-82.7% | $142,382-92.1% |
| Participation rate | 88.2% | 77.4%+10.9pp | 73.1%+15.1pp | 80.1%+8.1pp |
| Annual return | 16.06% | 1754.89%-1738.8pp | 982.45%-966.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $694 | $2,881-75.9% | $2,574-73.1% | $4,299-83.9% |
| Participant deferral / active EE | $2,438 | $4,637-47.4% | $3,961-38.5% | $6,507-62.5% |
| Admin fee / account holder | $2,815 | $6,559-57.1% | $5,028-44.0% | $12,624-77.7% |