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 6-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 | $49,371 | $70,606-30.1% | $53,898-8.4% | $142,382-65.3% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 16.77% | 619.81%-603.0pp | 528.60%-511.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,027 | $1,202+68.6% | $932+117.5% | $4,299-52.8% |
| Participant deferral / active EE | $8,454 | $2,364+257.6% | $1,826+362.9% | $6,507+29.9% |
| Admin fee / account holder | $1,281 | $2,852-55.1% | $2,491-48.6% | $12,624-89.9% |