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 6-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 | $16,732 | $114,047-85.3% | $96,139-82.6% | $167,490-90.0% |
| Participation rate | 84.6% | 75.1%+9.6pp | 68.4%+16.2pp | 82.1%+2.5pp |
| Annual return | 19.65% | 189.88%-170.2pp | 191.94%-172.3pp | 478.56%-458.9pp |
| Employer contribution / active EE | $1,862 | $3,427-45.7% | $2,797-33.4% | $4,837-61.5% |
| Participant deferral / active EE | $5,776 | $5,194+11.2% | $4,349+32.8% | $6,341-8.9% |
| Admin fee / account holder | $4,108 | $6,897-40.4% | $5,537-25.8% | $12,309-66.6% |