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 | $12,337 | $96,635-87.2% | $86,612-85.8% | $139,434-91.2% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 20.23% | 106.41%-86.2pp | 591.07%-570.8pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,836 | $3,263-43.7% | $3,022-39.3% | $4,751-61.4% |
| Participant deferral / active EE | $3,302 | $4,836-31.7% | $4,438-25.6% | $6,710-50.8% |
| Admin fee / account holder | $355 | $6,408-94.5% | $5,614-93.7% | $11,403-96.9% |