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 | $3,842 | $88,710-95.7% | $81,783-95.3% | $145,959-97.4% |
| Participation rate | 89.5% | 75.0%+14.4pp | 72.4%+17.1pp | 80.3%+9.2pp |
| Annual return | 14.84% | 1027.26%-1012.4pp | 775.05%-760.2pp | 561.95%-547.1pp |
| Employer contribution / active EE | $1,191 | $3,083-61.4% | $2,913-59.1% | $4,661-74.4% |
| Participant deferral / active EE | $1,742 | $4,645-62.5% | $4,320-59.7% | $6,689-74.0% |
| Admin fee / account holder | $701 | $8,407-91.7% | $7,380-90.5% | $13,398-94.8% |