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 | $5,963 | $149,040-96.0% | $120,225-95.0% | $137,256-95.7% |
| Participation rate | 84.6% | 75.4%+9.2pp | 69.6%+15.0pp | 80.0%+4.7pp |
| Annual return | 11.14% | 605.68%-594.5pp | 439.23%-428.1pp | 220.34%-209.2pp |
| Employer contribution / active EE | $895 | $4,350-79.4% | $3,475-74.3% | $4,156-78.5% |
| Participant deferral / active EE | $1,204 | $4,655-74.1% | $3,999-69.9% | $6,407-81.2% |
| Admin fee / account holder | $4,375 | $6,348-31.1% | $5,696-23.2% | $12,270-64.3% |