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 | $19,777 | $90,348-78.1% | $75,972-74.0% | $145,922-86.4% |
| Participation rate | 85.7% | 74.5%+11.3pp | 69.1%+16.7pp | 80.3%+5.4pp |
| Annual return | 21.07% | 620.88%-599.8pp | 359.55%-338.5pp | 561.29%-540.2pp |
| Employer contribution / active EE | $4,057 | $3,311+22.5% | $2,685+51.1% | $4,660-12.9% |
| Participant deferral / active EE | $6,256 | $5,162+21.2% | $4,255+47.0% | $6,688-6.5% |
| Admin fee / account holder | $551 | $8,467-93.5% | $6,467-91.5% | $13,397-95.9% |