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 | $11,859 | $110,502-89.3% | $80,716-85.3% | $167,490-92.9% |
| Participation rate | 89.5% | 64.0%+25.5pp | 54.2%+35.3pp | 82.1%+7.4pp |
| Annual return | 25.53% | 120.54%-95.0pp | 87.28%-61.7pp | 478.56%-453.0pp |
| Employer contribution / active EE | $971 | $1,543-37.1% | $1,160-16.3% | $4,837-79.9% |
| Participant deferral / active EE | $3,478 | $2,871+21.2% | $2,146+62.1% | $6,341-45.1% |
| Admin fee / account holder | $442 | $4,545-90.3% | $3,380-86.9% | $12,309-96.4% |