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 5-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 | $4,152 | $88,751-95.3% | $81,812-94.9% | $145,922-97.2% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 14.74% | 1025.40%-1010.7pp | 773.79%-759.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $735 | $3,083-76.2% | $2,912-74.8% | $4,660-84.2% |
| Participant deferral / active EE | $1,251 | $4,643-73.1% | $4,319-71.0% | $6,688-81.3% |
| Admin fee / account holder | $732 | $8,415-91.3% | $7,386-90.1% | $13,397-94.5% |