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 | $15,600 | $30,400-48.7% | $53,898-71.1% | $84,808-81.6% |
| Participation rate | 80.4% | 46.4%+33.9pp | 55.0%+25.4pp | 68.3%+12.0pp |
| Annual return | 19.57% | 500.19%-480.6pp | 528.60%-509.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $3,016 | $603+400.4% | $932+223.6% | $2,631+14.6% |
| Participant deferral / active EE | $509 | $1,199-57.5% | $1,826-72.1% | $4,212-87.9% |
| Admin fee / account holder | $454 | $1,993-77.2% | $2,491-81.8% | $7,344-93.8% |