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 | $13,263 | $30,400-56.4% | $53,898-75.4% | $84,808-84.4% |
| Participation rate | 89.3% | 46.4%+42.9pp | 55.0%+34.4pp | 68.3%+21.0pp |
| Annual return | 18.54% | 500.19%-481.6pp | 528.60%-510.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $751 | $603+24.6% | $932-19.4% | $2,631-71.5% |
| Participant deferral / active EE | $2,177 | $1,199+81.6% | $1,826+19.2% | $4,212-48.3% |
| Admin fee / account holder | $327 | $1,993-83.6% | $2,491-86.9% | $7,344-95.6% |