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 | $12,871 | $70,756-81.8% | $65,493-80.3% | $142,382-91.0% |
| Participation rate | 91.7% | 77.4%+14.3pp | 73.1%+18.6pp | 80.1%+11.5pp |
| Annual return | 20.67% | 1754.89%-1734.2pp | 982.45%-961.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,970 | $2,881-31.6% | $2,574-23.5% | $4,299-54.2% |
| Participant deferral / active EE | $3,219 | $4,637-30.6% | $3,961-18.7% | $6,507-50.5% |
| Admin fee / account holder | $609 | $6,559-90.7% | $5,028-87.9% | $12,624-95.2% |