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 | $7,233 | $70,606-89.8% | $53,898-86.6% | $142,382-94.9% |
| Participation rate | 76.5% | 63.7%+12.8pp | 55.0%+21.5pp | 80.1%-3.6pp |
| Annual return | 18.48% | 619.81%-601.3pp | 528.60%-510.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $608 | $1,202-49.4% | $932-34.7% | $4,299-85.8% |
| Participant deferral / active EE | $686 | $2,364-71.0% | $1,826-62.4% | $6,507-89.5% |
| Admin fee / account holder | $923 | $2,852-67.6% | $2,491-63.0% | $12,624-92.7% |