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 8-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 | $17,573 | $70,606-75.1% | $53,898-67.4% | $142,382-87.7% |
| Participation rate | 88.2% | 63.7%+24.5pp | 55.0%+33.3pp | 80.1%+8.1pp |
| Annual return | 19.06% | 619.81%-600.7pp | 528.60%-509.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,927 | $1,202+60.3% | $932+106.7% | $4,299-55.2% |
| Participant deferral / active EE | $5,192 | $2,364+119.6% | $1,826+184.3% | $6,507-20.2% |
| Admin fee / account holder | $321 | $2,852-88.7% | $2,491-87.1% | $12,624-97.5% |