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 | $16,196 | $90,348-82.1% | $75,972-78.7% | $145,922-88.9% |
| Participation rate | 93.8% | 74.5%+19.3pp | 69.1%+24.7pp | 80.3%+13.5pp |
| Annual return | 15.82% | 620.88%-605.1pp | 359.55%-343.7pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,012 | $3,311-9.0% | $2,685+12.2% | $4,660-35.4% |
| Participant deferral / active EE | $4,233 | $5,162-18.0% | $4,255-0.5% | $6,688-36.7% |
| Admin fee / account holder | $2,166 | $8,467-74.4% | $6,467-66.5% | $13,397-83.8% |