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 | $6,553 | $100,773-93.5% | $88,946-92.6% | $142,382-95.4% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 22.77% | 70.18%-47.4pp | 57.82%-35.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,054 | $2,918-63.9% | $2,555-58.7% | $4,299-75.5% |
| Participant deferral / active EE | $1,203 | $5,230-77.0% | $4,581-73.8% | $6,507-81.5% |
| Admin fee / account holder | $530 | $9,693-94.5% | $8,261-93.6% | $12,624-95.8% |