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 | $14,982 | $67,823-77.9% | $52,425-71.4% | $137,256-89.1% |
| Participation rate | 87.0% | 63.9%+23.0pp | 55.6%+31.3pp | 80.0%+7.0pp |
| Annual return | 16.48% | 219.11%-202.6pp | 302.12%-285.6pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,010 | $1,163+72.8% | $914+119.8% | $4,156-51.6% |
| Participant deferral / active EE | $4,987 | $2,288+118.0% | $1,790+178.5% | $6,407-22.2% |
| Admin fee / account holder | $334 | $2,844-88.3% | $2,495-86.6% | $12,270-97.3% |