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 | $10,084 | $90,348-88.8% | $75,972-86.7% | $145,922-93.1% |
| Participation rate | 78.3% | 74.5%+3.8pp | 69.1%+9.2pp | 80.3%-2.0pp |
| Annual return | 13.21% | 620.88%-607.7pp | 359.55%-346.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,471 | $3,311-55.6% | $2,685-45.2% | $4,660-68.4% |
| Participant deferral / active EE | $2,304 | $5,162-55.4% | $4,255-45.9% | $6,688-65.5% |
| Admin fee / account holder | $6,234 | $8,467-26.4% | $6,467-3.6% | $13,397-53.5% |