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 3-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 | $3,324 | $74,888-95.6% | $71,209-95.3% | $142,382-97.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 26.95% | 345.14%-318.2pp | 282.51%-255.6pp | 217.08%-190.1pp |
| Employer contribution / active EE | $1,663 | $2,854-41.7% | $2,721-38.9% | $4,299-61.3% |
| Participant deferral / active EE | $1,663 | $4,454-62.7% | $4,175-60.2% | $6,507-74.4% |
| Admin fee / account holder | $463 | $5,568-91.7% | $5,349-91.3% | $12,624-96.3% |