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 | $20,280 | $158,398-87.2% | $126,539-84.0% | $142,382-85.8% |
| Participation rate | 90.0% | 75.8%+14.2pp | 69.8%+20.2pp | 80.1%+9.9pp |
| Annual return | 22.23% | 593.76%-571.5pp | 425.95%-403.7pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,965 | $4,650-36.2% | $3,674-19.3% | $4,299-31.0% |
| Participant deferral / active EE | $4,650 | $4,767-2.5% | $4,083+13.9% | $6,507-28.5% |
| Admin fee / account holder | $376 | $6,918-94.6% | $6,065-93.8% | $12,624-97.0% |