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 | $3,338 | $72,071-95.4% | $68,368-95.1% | $137,256-97.6% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.0%+9.5pp |
| Annual return | 17.68% | 353.14%-335.5pp | 292.57%-274.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $793 | $2,788-71.6% | $2,649-70.1% | $4,156-80.9% |
| Participant deferral / active EE | $1,326 | $4,410-69.9% | $4,123-67.8% | $6,407-79.3% |
| Admin fee / account holder | $636 | $5,336-88.1% | $5,150-87.7% | $12,270-94.8% |