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 5-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 | $3,276 | $70,606-95.4% | $53,898-93.9% | $142,382-97.7% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 16.59% | 619.81%-603.2pp | 528.60%-512.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $656 | $1,202-45.4% | $932-29.6% | $4,299-84.7% |
| Participant deferral / active EE | $961 | $2,364-59.4% | $1,826-47.4% | $6,507-85.2% |
| Admin fee / account holder | $783 | $2,852-72.5% | $2,491-68.6% | $12,624-93.8% |