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 | $19,148 | $88,751-78.4% | $81,812-76.6% | $145,922-86.9% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 11.78% | 1025.40%-1013.6pp | 773.79%-762.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,946 | $3,083-36.9% | $2,912-33.2% | $4,660-58.2% |
| Participant deferral / active EE | $4,433 | $4,643-4.5% | $4,319+2.6% | $6,688-33.7% |
| Admin fee / account holder | $434 | $8,415-94.8% | $7,386-94.1% | $13,397-96.8% |