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 | $6,474 | $70,756-90.8% | $65,493-90.1% | $142,382-95.5% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.1%+9.9pp |
| Annual return | 21.35% | 1754.89%-1733.5pp | 982.45%-961.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $848 | $2,881-70.6% | $2,574-67.1% | $4,299-80.3% |
| Participant deferral / active EE | $1,304 | $4,637-71.9% | $3,961-67.1% | $6,507-80.0% |
| Admin fee / account holder | $497 | $6,559-92.4% | $5,028-90.1% | $12,624-96.1% |