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 6-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 | $12,798 | $67,823-81.1% | $52,425-75.6% | $137,256-90.7% |
| Participation rate | 86.7% | 63.9%+22.8pp | 55.6%+31.0pp | 80.0%+6.7pp |
| Annual return | 18.42% | 219.11%-200.7pp | 302.12%-283.7pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,131 | $1,163-2.7% | $914+23.7% | $4,156-72.8% |
| Participant deferral / active EE | $2,439 | $2,288+6.6% | $1,790+36.2% | $6,407-61.9% |
| Admin fee / account holder | $829 | $2,844-70.9% | $2,495-66.8% | $12,270-93.2% |