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 | $3,990 | $72,071-94.5% | $68,368-94.2% | $137,256-97.1% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 19.24% | 353.14%-333.9pp | 292.57%-273.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,004 | $2,788-64.0% | $2,649-62.1% | $4,156-75.8% |
| Participant deferral / active EE | $930 | $4,410-78.9% | $4,123-77.4% | $6,407-85.5% |
| Admin fee / account holder | $625 | $5,336-88.3% | $5,150-87.9% | $12,270-94.9% |