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 | $4,020 | $70,756-94.3% | $65,493-93.9% | $142,382-97.2% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.1%-8.7pp |
| Annual return | 16.78% | 1754.89%-1738.1pp | 982.45%-965.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $969 | $2,881-66.4% | $2,574-62.4% | $4,299-77.5% |
| Participant deferral / active EE | $969 | $4,637-79.1% | $3,961-75.5% | $6,507-85.1% |
| Admin fee / account holder | $1,010 | $6,559-84.6% | $5,028-79.9% | $12,624-92.0% |