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 | $70,606-89.5% | $53,898-86.3% | $142,382-94.8% |
| Participation rate | 85.0% | 63.7%+21.3pp | 55.0%+30.0pp | 80.1%+4.9pp |
| Annual return | 25.92% | 619.81%-593.9pp | 528.60%-502.7pp | 217.08%-191.2pp |
| Employer contribution / active EE | $2,038 | $1,202+69.5% | $932+118.7% | $4,299-52.6% |
| Participant deferral / active EE | $3,096 | $2,364+31.0% | $1,826+69.5% | $6,507-52.4% |
| Admin fee / account holder | $496 | $2,852-82.6% | $2,491-80.1% | $12,624-96.1% |