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 | $3,584 | $72,071-95.0% | $68,368-94.8% | $137,256-97.4% |
| Participation rate | 84.2% | 76.2%+8.0pp | 73.8%+10.5pp | 80.0%+4.3pp |
| Annual return | 20.46% | 353.14%-332.7pp | 292.57%-272.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $986 | $2,788-64.6% | $2,649-62.8% | $4,156-76.3% |
| Participant deferral / active EE | $812 | $4,410-81.6% | $4,123-80.3% | $6,407-87.3% |
| Admin fee / account holder | $1,829 | $5,336-65.7% | $5,150-64.5% | $12,270-85.1% |