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 | $18,373 | $111,724-83.6% | $93,606-80.4% | $145,922-87.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 17.45% | 202.98%-185.5pp | 133.20%-115.7pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,250 | $3,090-59.5% | $2,420-48.3% | $4,660-73.2% |
| Participant deferral / active EE | $2,159 | $4,912-56.0% | $4,411-51.1% | $6,688-67.7% |
| Admin fee / account holder | $460 | $10,250-95.5% | $8,285-94.4% | $13,397-96.6% |