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 | $8,656 | $158,398-94.5% | $126,539-93.2% | $142,382-93.9% |
| Participation rate | 91.7% | 75.8%+15.9pp | 69.8%+21.8pp | 80.1%+11.5pp |
| Annual return | 28.77% | 593.76%-565.0pp | 425.95%-397.2pp | 217.08%-188.3pp |
| Employer contribution / active EE | $1,903 | $4,650-59.1% | $3,674-48.2% | $4,299-55.7% |
| Participant deferral / active EE | $2,363 | $4,767-50.4% | $4,083-42.1% | $6,507-63.7% |
| Admin fee / account holder | $397 | $6,918-94.3% | $6,065-93.5% | $12,624-96.9% |