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 3-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 | $7,405 | $67,823-89.1% | $52,425-85.9% | $137,256-94.6% |
| Participation rate | 85.0% | 63.9%+21.1pp | 55.6%+29.4pp | 80.0%+5.0pp |
| Annual return | 25.92% | 219.11%-193.2pp | 302.12%-276.2pp | 220.34%-194.4pp |
| Employer contribution / active EE | $2,038 | $1,163+75.3% | $914+122.9% | $4,156-51.0% |
| Participant deferral / active EE | $3,096 | $2,288+35.3% | $1,790+72.9% | $6,407-51.7% |
| Admin fee / account holder | $496 | $2,844-82.6% | $2,495-80.1% | $12,270-96.0% |