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 | $17,669 | $70,606-75.0% | $53,898-67.2% | $142,382-87.6% |
| Participation rate | 88.9% | 63.7%+25.2pp | 55.0%+33.9pp | 80.1%+8.8pp |
| Annual return | 19.61% | 619.81%-600.2pp | 528.60%-509.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $645 | $1,202-46.4% | $932-30.8% | $4,299-85.0% |
| Participant deferral / active EE | $3,758 | $2,364+59.0% | $1,826+105.8% | $6,507-42.3% |
| Admin fee / account holder | $639 | $2,852-77.6% | $2,491-74.3% | $12,624-94.9% |