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 | $12,111 | $111,535-89.1% | $105,223-88.5% | $137,256-91.2% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 25.53% | 237.85%-212.3pp | 180.65%-155.1pp | 220.34%-194.8pp |
| Employer contribution / active EE | $1,897 | $3,939-51.8% | $3,689-48.6% | $4,156-54.3% |
| Participant deferral / active EE | $3,320 | $5,500-39.6% | $5,072-34.5% | $6,407-48.2% |
| Admin fee / account holder | $1,418 | $9,721-85.4% | $8,859-84.0% | $12,270-88.4% |