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 | $6,256 | $149,040-95.8% | $120,225-94.8% | $137,256-95.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 11.80% | 605.68%-593.9pp | 439.23%-427.4pp | 220.34%-208.5pp |
| Employer contribution / active EE | $2,327 | $4,350-46.5% | $3,475-33.1% | $4,156-44.0% |
| Participant deferral / active EE | $1,513 | $4,655-67.5% | $3,999-62.2% | $6,407-76.4% |
| Admin fee / account holder | $2,422 | $6,348-61.8% | $5,696-57.5% | $12,270-80.3% |