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 | $3,815 | $72,071-94.7% | $68,368-94.4% | $137,256-97.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 29.17% | 353.14%-324.0pp | 292.57%-263.4pp | 220.34%-191.2pp |
| Employer contribution / active EE | $1,225 | $2,788-56.0% | $2,649-53.7% | $4,156-70.5% |
| Participant deferral / active EE | $1,420 | $4,410-67.8% | $4,123-65.6% | $6,407-77.8% |
| Admin fee / account holder | $344 | $5,336-93.6% | $5,150-93.3% | $12,270-97.2% |