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 | $36,777 | $70,606-47.9% | $53,898-31.8% | $142,382-74.2% |
| Participation rate | 78.6% | 63.7%+14.9pp | 55.0%+23.6pp | 80.1%-1.5pp |
| Annual return | 12.84% | 619.81%-607.0pp | 528.60%-515.8pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,052 | $1,202-12.5% | $932+12.9% | $4,299-75.5% |
| Participant deferral / active EE | $3,803 | $2,364+60.9% | $1,826+108.3% | $6,507-41.6% |
| Admin fee / account holder | $1,900 | $2,852-33.4% | $2,491-23.7% | $12,624-84.9% |