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 | $13,053 | $30,400-57.1% | $53,898-75.8% | $84,808-84.6% |
| Participation rate | 85.7% | 46.4%+39.3pp | 55.0%+30.8pp | 68.3%+17.4pp |
| Annual return | 26.36% | 500.19%-473.8pp | 528.60%-502.2pp | 40.90%-14.5pp |
| Employer contribution / active EE | $1,622 | $603+169.1% | $932+74.0% | $2,631-38.3% |
| Participant deferral / active EE | $2,083 | $1,199+73.8% | $1,826+14.1% | $4,212-50.5% |
| Admin fee / account holder | $301 | $1,993-84.9% | $2,491-87.9% | $7,344-95.9% |