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 3-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 | $4,049 | $88,751-95.4% | $81,812-95.1% | $145,922-97.2% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.3%+20.5pp | 80.3%+12.6pp |
| Annual return | 16.10% | 1025.40%-1009.3pp | 773.79%-757.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,117 | $3,083-63.8% | $2,912-61.6% | $4,660-76.0% |
| Participant deferral / active EE | $1,705 | $4,643-63.3% | $4,319-60.5% | $6,688-74.5% |
| Admin fee / account holder | $456 | $8,415-94.6% | $7,386-93.8% | $13,397-96.6% |