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 | $11,582 | $158,398-92.7% | $126,539-90.8% | $142,382-91.9% |
| Participation rate | 88.9% | 75.8%+13.1pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 22.59% | 593.76%-571.2pp | 425.95%-403.4pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,332 | $4,650-71.3% | $3,674-63.7% | $4,299-69.0% |
| Participant deferral / active EE | $2,586 | $4,767-45.8% | $4,083-36.7% | $6,507-60.3% |
| Admin fee / account holder | $815 | $6,918-88.2% | $6,065-86.6% | $12,624-93.5% |