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 | $4,252 | $70,756-94.0% | $65,493-93.5% | $142,382-97.0% |
| Participation rate | 88.9% | 77.4%+11.5pp | 73.1%+15.8pp | 80.1%+8.8pp |
| Annual return | 32.85% | 1754.89%-1722.0pp | 982.45%-949.6pp | 217.08%-184.2pp |
| Employer contribution / active EE | $1,837 | $2,881-36.2% | $2,574-28.6% | $4,299-57.3% |
| Participant deferral / active EE | $3,023 | $4,637-34.8% | $3,961-23.7% | $6,507-53.5% |
| Admin fee / account holder | $456 | $6,559-93.1% | $5,028-90.9% | $12,624-96.4% |