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 | $11,401 | $88,751-87.2% | $81,812-86.1% | $145,922-92.2% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.3%+22.4pp | 80.3%+14.5pp |
| Annual return | 13.87% | 1025.40%-1011.5pp | 773.79%-759.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $998 | $3,083-67.6% | $2,912-65.7% | $4,660-78.6% |
| Participant deferral / active EE | $2,105 | $4,643-54.7% | $4,319-51.2% | $6,688-68.5% |
| Admin fee / account holder | $739 | $8,415-91.2% | $7,386-90.0% | $13,397-94.5% |