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 4-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 | $11,319 | $96,635-88.3% | $86,612-86.9% | $139,434-91.9% |
| Participation rate | 93.8% | 74.4%+19.3pp | 71.7%+22.1pp | 80.3%+13.4pp |
| Annual return | 12.90% | 106.41%-93.5pp | 591.07%-578.2pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,821 | $3,263-44.2% | $3,022-39.7% | $4,751-61.7% |
| Participant deferral / active EE | $3,750 | $4,836-22.5% | $4,438-15.5% | $6,710-44.1% |
| Admin fee / account holder | $1,250 | $6,408-80.5% | $5,614-77.7% | $11,403-89.0% |