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 | $17,341 | $88,710-80.5% | $81,783-78.8% | $145,959-88.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 13.55% | 1027.26%-1013.7pp | 775.05%-761.5pp | 561.95%-548.4pp |
| Employer contribution / active EE | $2,634 | $3,083-14.6% | $2,913-9.6% | $4,661-43.5% |
| Participant deferral / active EE | $2,870 | $4,645-38.2% | $4,320-33.6% | $6,689-57.1% |
| Admin fee / account holder | $970 | $8,407-88.5% | $7,380-86.9% | $13,398-92.8% |