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 | $10,711 | $104,974-89.8% | $95,585-88.8% | $142,382-92.5% |
| Participation rate | 81.3% | 75.0%+6.3pp | 72.1%+9.2pp | 80.1%+1.1pp |
| Annual return | 23.97% | 210.33%-186.4pp | 38.56%-14.6pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,010 | $2,779-63.6% | $2,527-60.0% | $4,299-76.5% |
| Participant deferral / active EE | $2,925 | $4,352-32.8% | $4,023-27.3% | $6,507-55.1% |
| Admin fee / account holder | $378 | $6,386-94.1% | $6,127-93.8% | $12,624-97.0% |