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 10-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 | $12,850 | $70,606-81.8% | $53,898-76.2% | $142,382-91.0% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 15.07% | 619.81%-604.7pp | 528.60%-513.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,020 | $1,202+68.1% | $932+116.8% | $4,299-53.0% |
| Participant deferral / active EE | $3,241 | $2,364+37.1% | $1,826+77.5% | $6,507-50.2% |
| Admin fee / account holder | $4,213 | $2,852+47.7% | $2,491+69.1% | $12,624-66.6% |