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 | $70,606-78.8% | $53,898-72.2% | $142,382-89.5% |
| Participation rate | 87.0% | 63.7%+23.3pp | 55.0%+32.0pp | 80.1%+6.8pp |
| Annual return | 16.48% | 619.81%-603.3pp | 528.60%-512.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,010 | $1,202+67.2% | $932+115.6% | $4,299-53.3% |
| Participant deferral / active EE | $4,987 | $2,364+111.0% | $1,826+173.1% | $6,507-23.4% |
| Admin fee / account holder | $334 | $2,852-88.3% | $2,491-86.6% | $12,624-97.4% |