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 | $6,822 | $74,888-90.9% | $71,209-90.4% | $142,382-95.2% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 22.46% | 345.14%-322.7pp | 282.51%-260.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,195 | $2,854-58.1% | $2,721-56.1% | $4,299-72.2% |
| Participant deferral / active EE | $1,675 | $4,454-62.4% | $4,175-59.9% | $6,507-74.3% |
| Admin fee / account holder | $388 | $5,568-93.0% | $5,349-92.7% | $12,624-96.9% |