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 | $4,924 | $72,071-93.2% | $68,368-92.8% | $137,256-96.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 21.48% | 353.14%-331.7pp | 292.57%-271.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $538 | $2,788-80.7% | $2,649-79.7% | $4,156-87.1% |
| Participant deferral / active EE | $688 | $4,410-84.4% | $4,123-83.3% | $6,407-89.3% |
| Admin fee / account holder | $1,095 | $5,336-79.5% | $5,150-78.7% | $12,270-91.1% |