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 | $4,744 | $70,606-93.3% | $53,898-91.2% | $142,382-96.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 16.54% | 619.81%-603.3pp | 528.60%-512.1pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,241 | $1,202+3.3% | $932+33.2% | $4,299-71.1% |
| Participant deferral / active EE | $3,142 | $2,364+32.9% | $1,826+72.1% | $6,507-51.7% |
| Admin fee / account holder | $338 | $2,852-88.2% | $2,491-86.4% | $12,624-97.3% |