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 5-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 | $6,348 | $30,400-79.1% | $53,898-88.2% | $84,808-92.5% |
| Participation rate | 89.3% | 46.4%+42.8pp | 55.0%+34.3pp | 68.3%+21.0pp |
| Annual return | 18.75% | 500.19%-481.4pp | 528.60%-509.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $616 | $603+2.2% | $932-33.9% | $2,631-76.6% |
| Participant deferral / active EE | $1,032 | $1,199-13.9% | $1,826-43.5% | $4,212-75.5% |
| Admin fee / account holder | $378 | $1,993-81.1% | $2,491-84.8% | $7,344-94.9% |