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 | $30,817 | $150,187-79.5% | $120,354-74.4% | $145,922-78.9% |
| Participation rate | 82.6% | 78.8%+3.9pp | 71.9%+10.7pp | 80.3%+2.3pp |
| Annual return | 12.15% | 154.07%-141.9pp | 107.15%-95.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,791 | $4,348-58.8% | $3,463-48.3% | $4,660-61.6% |
| Participant deferral / active EE | $6,904 | $6,173+11.8% | $4,991+38.3% | $6,688+3.2% |
| Admin fee / account holder | $389 | $12,207-96.8% | $9,423-95.9% | $13,397-97.1% |