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 | $13,886 | $111,535-87.5% | $105,223-86.8% | $137,256-89.9% |
| Participation rate | 90.5% | 78.1%+12.4pp | 75.0%+15.4pp | 80.0%+10.5pp |
| Annual return | 19.02% | 237.85%-218.8pp | 180.65%-161.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,141 | $3,939-45.7% | $3,689-42.0% | $4,156-48.5% |
| Participant deferral / active EE | $3,033 | $5,500-44.8% | $5,072-40.2% | $6,407-52.7% |
| Admin fee / account holder | $1,184 | $9,721-87.8% | $8,859-86.6% | $12,270-90.3% |