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 | $149,040-95.5% | $120,225-94.5% | $137,256-95.1% |
| Participation rate | 91.7% | 75.4%+16.2pp | 69.6%+22.1pp | 80.0%+11.7pp |
| Annual return | 13.38% | 605.68%-592.3pp | 439.23%-425.8pp | 220.34%-207.0pp |
| Employer contribution / active EE | $645 | $4,350-85.2% | $3,475-81.4% | $4,156-84.5% |
| Participant deferral / active EE | $992 | $4,655-78.7% | $3,999-75.2% | $6,407-84.5% |
| Admin fee / account holder | $1,656 | $6,348-73.9% | $5,696-70.9% | $12,270-86.5% |