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 | $5,021 | $88,751-94.3% | $81,812-93.9% | $145,922-96.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.12% | 1025.40%-1008.3pp | 773.79%-756.7pp | 561.29%-544.2pp |
| Employer contribution / active EE | $553 | $3,083-82.1% | $2,912-81.0% | $4,660-88.1% |
| Participant deferral / active EE | $2,835 | $4,643-38.9% | $4,319-34.4% | $6,688-57.6% |
| Admin fee / account holder | $431 | $8,415-94.9% | $7,386-94.2% | $13,397-96.8% |