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 3-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 | $4,239 | $74,888-94.3% | $71,209-94.0% | $142,382-97.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 39.33% | 345.14%-305.8pp | 282.51%-243.2pp | 217.08%-177.7pp |
| Employer contribution / active EE | $622 | $2,854-78.2% | $2,721-77.1% | $4,299-85.5% |
| Participant deferral / active EE | $763 | $4,454-82.9% | $4,175-81.7% | $6,507-88.3% |
| Admin fee / account holder | $348 | $5,568-93.7% | $5,349-93.5% | $12,624-97.2% |