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 | $149,040-92.2% | $120,225-90.4% | $137,256-91.6% |
| Participation rate | 88.9% | 75.4%+13.5pp | 69.6%+19.3pp | 80.0%+8.9pp |
| Annual return | 22.59% | 605.68%-583.1pp | 439.23%-416.6pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,332 | $4,350-69.4% | $3,475-61.7% | $4,156-67.9% |
| Participant deferral / active EE | $2,586 | $4,655-44.5% | $3,999-35.3% | $6,407-59.6% |
| Admin fee / account holder | $815 | $6,348-87.2% | $5,696-85.7% | $12,270-93.4% |