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 | $16,125 | $70,606-77.2% | $53,898-70.1% | $142,382-88.7% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 13.88% | 619.81%-605.9pp | 528.60%-514.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $841 | $1,202-30.1% | $932-9.8% | $4,299-80.4% |
| Participant deferral / active EE | $2,479 | $2,364+4.9% | $1,826+35.7% | $6,507-61.9% |
| Admin fee / account holder | $1,839 | $2,852-35.5% | $2,491-26.2% | $12,624-85.4% |