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 | $3,841 | $88,751-95.7% | $81,812-95.3% | $145,922-97.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 26.01% | 1025.40%-999.4pp | 773.79%-747.8pp | 561.29%-535.3pp |
| Employer contribution / active EE | $676 | $3,083-78.1% | $2,912-76.8% | $4,660-85.5% |
| Participant deferral / active EE | $1,852 | $4,643-60.1% | $4,319-57.1% | $6,688-72.3% |
| Admin fee / account holder | $372 | $8,415-95.6% | $7,386-95.0% | $13,397-97.2% |