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 3-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 | $6,087 | $70,606-91.4% | $53,898-88.7% | $142,382-95.7% |
| Participation rate | 87.5% | 63.7%+23.8pp | 55.0%+32.5pp | 80.1%+7.4pp |
| Annual return | 23.94% | 619.81%-595.9pp | 528.60%-504.7pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,493 | $1,202+24.2% | $932+60.2% | $4,299-65.3% |
| Participant deferral / active EE | $3,018 | $2,364+27.7% | $1,826+65.3% | $6,507-53.6% |
| Admin fee / account holder | $306 | $2,852-89.3% | $2,491-87.7% | $12,624-97.6% |