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 | $13,140 | $70,606-81.4% | $53,898-75.6% | $142,382-90.8% |
| Participation rate | 72.7% | 63.7%+9.0pp | 55.0%+17.8pp | 80.1%-7.4pp |
| Annual return | 21.62% | 619.81%-598.2pp | 528.60%-507.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $550 | $1,202-54.3% | $932-41.0% | $4,299-87.2% |
| Participant deferral / active EE | $2,219 | $2,364-6.1% | $1,826+21.5% | $6,507-65.9% |
| Admin fee / account holder | $628 | $2,852-78.0% | $2,491-74.8% | $12,624-95.0% |