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 | $12,489 | $67,823-81.6% | $52,425-76.2% | $137,256-90.9% |
| Participation rate | 72.7% | 63.9%+8.8pp | 55.6%+17.1pp | 80.0%-7.2pp |
| Annual return | 28.09% | 219.11%-191.0pp | 302.12%-274.0pp | 220.34%-192.2pp |
| Employer contribution / active EE | $1,255 | $1,163+7.9% | $914+37.3% | $4,156-69.8% |
| Participant deferral / active EE | $5,327 | $2,288+132.8% | $1,790+197.5% | $6,407-16.8% |
| Admin fee / account holder | $2,032 | $2,844-28.6% | $2,495-18.6% | $12,270-83.4% |