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 | $6,657 | $158,398-95.8% | $126,539-94.7% | $142,382-95.3% |
| Participation rate | 91.7% | 75.8%+15.9pp | 69.8%+21.8pp | 80.1%+11.5pp |
| Annual return | 13.38% | 593.76%-580.4pp | 425.95%-412.6pp | 217.08%-203.7pp |
| Employer contribution / active EE | $645 | $4,650-86.1% | $3,674-82.4% | $4,299-85.0% |
| Participant deferral / active EE | $992 | $4,767-79.2% | $4,083-75.7% | $6,507-84.8% |
| Admin fee / account holder | $1,656 | $6,918-76.1% | $6,065-72.7% | $12,624-86.9% |