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 | $4,294 | $88,751-95.2% | $81,812-94.8% | $145,922-97.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 16.41% | 1025.40%-1009.0pp | 773.79%-757.4pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,584 | $3,083-48.6% | $2,912-45.6% | $4,660-66.0% |
| Participant deferral / active EE | $2,225 | $4,643-52.1% | $4,319-48.5% | $6,688-66.7% |
| Admin fee / account holder | $2,825 | $8,415-66.4% | $7,386-61.8% | $13,397-78.9% |