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 | $7,334 | $70,756-89.6% | $65,493-88.8% | $142,382-94.8% |
| Participation rate | 95.5% | 77.4%+18.1pp | 73.1%+22.4pp | 80.1%+15.3pp |
| Annual return | 18.98% | 1754.89%-1735.9pp | 982.45%-963.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $588 | $2,881-79.6% | $2,574-77.2% | $4,299-86.3% |
| Participant deferral / active EE | $923 | $4,637-80.1% | $3,961-76.7% | $6,507-85.8% |
| Admin fee / account holder | $1,624 | $6,559-75.2% | $5,028-67.7% | $12,624-87.1% |