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 | $5,633 | $101,618-94.5% | $93,063-93.9% | $137,256-95.9% |
| Participation rate | 81.8% | 74.9%+6.9pp | 72.1%+9.7pp | 80.0%+1.9pp |
| Annual return | 20.68% | 223.95%-203.3pp | 34.15%-13.5pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,197 | $2,707-55.8% | $2,476-51.6% | $4,156-71.2% |
| Participant deferral / active EE | $1,517 | $4,279-64.6% | $3,958-61.7% | $6,407-76.3% |
| Admin fee / account holder | $1,019 | $6,198-83.6% | $6,033-83.1% | $12,270-91.7% |