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 | $68,097-89.2% | $62,929-88.3% | $137,256-94.7% |
| Participation rate | 95.5% | 77.4%+18.0pp | 73.1%+22.3pp | 80.0%+15.5pp |
| Annual return | 18.98% | 1859.11%-1840.1pp | 1063.93%-1045.0pp | 220.34%-201.4pp |
| Employer contribution / active EE | $588 | $2,811-79.1% | $2,505-76.5% | $4,156-85.9% |
| Participant deferral / active EE | $923 | $4,553-79.7% | $3,888-76.3% | $6,407-85.6% |
| Admin fee / account holder | $1,624 | $6,521-75.1% | $5,065-67.9% | $12,270-86.8% |