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 | $6,452 | $104,974-93.9% | $95,585-93.2% | $142,382-95.5% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 20.86% | 210.33%-189.5pp | 38.56%-17.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,023 | $2,779-63.2% | $2,527-59.5% | $4,299-76.2% |
| Participant deferral / active EE | $2,227 | $4,352-48.8% | $4,023-44.6% | $6,507-65.8% |
| Admin fee / account holder | $592 | $6,386-90.7% | $6,127-90.3% | $12,624-95.3% |