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 | $13,736 | $109,982-87.5% | $97,226-85.9% | $145,922-90.6% |
| Participation rate | 90.9% | 75.9%+15.0pp | 72.7%+18.2pp | 80.3%+10.6pp |
| Annual return | 20.18% | 242.90%-222.7pp | 75.13%-55.0pp | 561.29%-541.1pp |
| Employer contribution / active EE | $3,372 | $3,084+9.3% | $2,729+23.6% | $4,660-27.6% |
| Participant deferral / active EE | $4,347 | $4,676-7.0% | $4,264+2.0% | $6,688-35.0% |
| Admin fee / account holder | $434 | $6,221-93.0% | $5,654-92.3% | $13,397-96.8% |