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 | $13,093 | $102,604-87.2% | $86,188-84.8% | $139,434-90.6% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 1144.73% | 1922.51%-777.8pp | 1168.45%-23.7pp | 372.94%+771.8pp |
| Employer contribution / active EE | $975 | $3,032-67.8% | $2,380-59.0% | $4,751-79.5% |
| Participant deferral / active EE | $2,894 | $4,676-38.1% | $3,985-27.4% | $6,710-56.9% |
| Admin fee / account holder | $416 | $8,657-95.2% | $6,852-93.9% | $11,403-96.3% |