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 5-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 | $4,758 | $88,751-94.6% | $81,812-94.2% | $145,922-96.7% |
| Participation rate | 85.0% | 75.0%+10.0pp | 72.3%+12.7pp | 80.3%+4.7pp |
| Annual return | 12.99% | 1025.40%-1012.4pp | 773.79%-760.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $653 | $3,083-78.8% | $2,912-77.6% | $4,660-86.0% |
| Participant deferral / active EE | $1,298 | $4,643-72.0% | $4,319-69.9% | $6,688-80.6% |
| Admin fee / account holder | $457 | $8,415-94.6% | $7,386-93.8% | $13,397-96.6% |