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 5-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 | $11,627 | $70,606-83.5% | $53,898-78.4% | $142,382-91.8% |
| Participation rate | 88.9% | 63.7%+25.2pp | 55.0%+33.9pp | 80.1%+8.8pp |
| Annual return | 18.36% | 619.81%-601.5pp | 528.60%-510.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $466 | $1,202-61.2% | $932-50.0% | $4,299-89.2% |
| Participant deferral / active EE | $3,023 | $2,364+27.9% | $1,826+65.5% | $6,507-53.5% |
| Admin fee / account holder | $1,411 | $2,852-50.5% | $2,491-43.3% | $12,624-88.8% |