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 | $4,661 | $149,040-96.9% | $120,225-96.1% | $137,256-96.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 11.51% | 605.68%-594.2pp | 439.23%-427.7pp | 220.34%-208.8pp |
| Employer contribution / active EE | $502 | $4,350-88.5% | $3,475-85.6% | $4,156-87.9% |
| Participant deferral / active EE | $755 | $4,655-83.8% | $3,999-81.1% | $6,407-88.2% |
| Admin fee / account holder | $497 | $6,348-92.2% | $5,696-91.3% | $12,270-95.9% |