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 | $149,040-86.4% | $120,225-83.1% | $137,256-85.2% |
| Participation rate | 90.0% | 75.4%+14.6pp | 69.6%+20.4pp | 80.0%+10.0pp |
| Annual return | 22.23% | 605.68%-583.5pp | 439.23%-417.0pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,965 | $4,350-31.8% | $3,475-14.7% | $4,156-28.6% |
| Participant deferral / active EE | $4,650 | $4,655-0.1% | $3,999+16.3% | $6,407-27.4% |
| Admin fee / account holder | $376 | $6,348-94.1% | $5,696-93.4% | $12,270-96.9% |