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 4-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 | $18,709 | $70,606-73.5% | $53,898-65.3% | $142,382-86.9% |
| Participation rate | 72.2% | 63.7%+8.5pp | 55.0%+17.3pp | 80.1%-7.9pp |
| Annual return | 26.72% | 619.81%-593.1pp | 528.60%-501.9pp | 217.08%-190.4pp |
| Employer contribution / active EE | $1,200 | $1,202-0.2% | $932+28.8% | $4,299-72.1% |
| Participant deferral / active EE | $3,869 | $2,364+63.7% | $1,826+111.9% | $6,507-40.5% |
| Admin fee / account holder | $312 | $2,852-89.0% | $2,491-87.5% | $12,624-97.5% |