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 | $14,528 | $96,635-85.0% | $86,612-83.2% | $139,434-89.6% |
| Participation rate | 93.8% | 74.4%+19.3pp | 71.7%+22.1pp | 80.3%+13.4pp |
| Annual return | 51.65% | 106.41%-54.8pp | 591.07%-539.4pp | 372.94%-321.3pp |
| Employer contribution / active EE | $2,174 | $3,263-33.4% | $3,022-28.1% | $4,751-54.2% |
| Participant deferral / active EE | $4,481 | $4,836-7.3% | $4,438+1.0% | $6,710-33.2% |
| Admin fee / account holder | $2,148 | $6,408-66.5% | $5,614-61.7% | $11,403-81.2% |