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 | $22,302 | $88,751-74.9% | $81,812-72.7% | $145,922-84.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 15.71% | 1025.40%-1009.7pp | 773.79%-758.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,282 | $3,083-26.0% | $2,912-21.6% | $4,660-51.0% |
| Participant deferral / active EE | $3,963 | $4,643-14.6% | $4,319-8.2% | $6,688-40.7% |
| Admin fee / account holder | $789 | $8,415-90.6% | $7,386-89.3% | $13,397-94.1% |