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 | $14,675 | $96,635-84.8% | $86,612-83.1% | $139,434-89.5% |
| Participation rate | 93.3% | 74.4%+18.9pp | 71.7%+21.6pp | 80.3%+13.0pp |
| Annual return | 17.86% | 106.41%-88.6pp | 591.07%-573.2pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,197 | $3,263-32.7% | $3,022-27.3% | $4,751-53.7% |
| Participant deferral / active EE | $6,258 | $4,836+29.4% | $4,438+41.0% | $6,710-6.7% |
| Admin fee / account holder | $1,205 | $6,408-81.2% | $5,614-78.5% | $11,403-89.4% |