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 | $4,511 | $74,888-94.0% | $71,209-93.7% | $142,382-96.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.59% | 345.14%-327.6pp | 282.51%-264.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,957 | $2,854-31.4% | $2,721-28.1% | $4,299-54.5% |
| Participant deferral / active EE | $2,245 | $4,454-49.6% | $4,175-46.2% | $6,507-65.5% |
| Admin fee / account holder | $920 | $5,568-83.5% | $5,349-82.8% | $12,624-92.7% |