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 | $37,297 | $159,901-76.7% | $146,958-74.6% | $145,922-74.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 11.28% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,173 | $5,286-58.9% | $4,933-56.0% | $4,660-53.4% |
| Participant deferral / active EE | $7,481 | $8,428-11.2% | $8,070-7.3% | $6,688+11.9% |
| Admin fee / account holder | $1,845 | $15,044-87.7% | $12,998-85.8% | $13,397-86.2% |