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 | $5,106 | $88,751-94.2% | $81,812-93.8% | $145,922-96.5% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 11.12% | 1025.40%-1014.3pp | 773.79%-762.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $776 | $3,083-74.8% | $2,912-73.4% | $4,660-83.3% |
| Participant deferral / active EE | $2,044 | $4,643-56.0% | $4,319-52.7% | $6,688-69.4% |
| Admin fee / account holder | $494 | $8,415-94.1% | $7,386-93.3% | $13,397-96.3% |