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 | $7,164 | $88,751-91.9% | $81,812-91.2% | $145,922-95.1% |
| Participation rate | 70.8% | 75.0%-4.2pp | 72.3%-1.5pp | 80.3%-9.4pp |
| Annual return | 14.69% | 1025.40%-1010.7pp | 773.79%-759.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $876 | $3,083-71.6% | $2,912-69.9% | $4,660-81.2% |
| Participant deferral / active EE | $1,259 | $4,643-72.9% | $4,319-70.9% | $6,688-81.2% |
| Admin fee / account holder | $1,856 | $8,415-77.9% | $7,386-74.9% | $13,397-86.1% |