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 5-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 | $3,377 | $76,738-95.6% | $56,411-94.0% | $145,922-97.7% |
| Participation rate | 84.2% | 63.2%+21.0pp | 52.5%+31.7pp | 80.3%+3.9pp |
| Annual return | 15.81% | 2994.23%-2978.4pp | 1701.33%-1685.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,254 | $1,380-9.2% | $1,039+20.7% | $4,660-73.1% |
| Participant deferral / active EE | $1,306 | $2,623-50.2% | $1,952-33.1% | $6,688-80.5% |
| Admin fee / account holder | $5,054 | $3,334+51.6% | $2,829+78.6% | $13,397-62.3% |