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 | $5,312 | $88,751-94.0% | $81,812-93.5% | $145,922-96.4% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 15.00% | 1025.40%-1010.4pp | 773.79%-758.8pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,054 | $3,083-65.8% | $2,912-63.8% | $4,660-77.4% |
| Participant deferral / active EE | $1,054 | $4,643-77.3% | $4,319-75.6% | $6,688-84.2% |
| Admin fee / account holder | $562 | $8,415-93.3% | $7,386-92.4% | $13,397-95.8% |