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 | $10,238 | $90,348-88.7% | $75,972-86.5% | $145,922-93.0% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 10.98% | 620.88%-609.9pp | 359.55%-348.6pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,089 | $3,311-36.9% | $2,685-22.2% | $4,660-55.2% |
| Participant deferral / active EE | $3,216 | $5,162-37.7% | $4,255-24.4% | $6,688-51.9% |
| Admin fee / account holder | $10,082 | $8,467+19.1% | $6,467+55.9% | $13,397-24.7% |