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 | $20,355 | $126,574-83.9% | $106,213-80.8% | $145,922-86.1% |
| Participation rate | 94.4% | 77.6%+16.8pp | 75.3%+19.2pp | 80.3%+14.2pp |
| Annual return | 19.21% | 224.79%-205.6pp | 116.14%-96.9pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,702 | $3,730-54.4% | $3,171-46.3% | $4,660-63.5% |
| Participant deferral / active EE | $12,045 | $5,724+110.4% | $5,016+140.1% | $6,688+80.1% |
| Admin fee / account holder | $4,158 | $17,304-76.0% | $11,033-62.3% | $13,397-69.0% |