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 4-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 | $9,119 | $70,606-87.1% | $53,898-83.1% | $142,382-93.6% |
| Participation rate | 82.6% | 63.7%+18.9pp | 55.0%+27.6pp | 80.1%+2.5pp |
| Annual return | 21.08% | 619.81%-598.7pp | 528.60%-507.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,626 | $1,202+35.2% | $932+74.4% | $4,299-62.2% |
| Participant deferral / active EE | $3,424 | $2,364+44.8% | $1,826+87.5% | $6,507-47.4% |
| Admin fee / account holder | $1,760 | $2,852-38.3% | $2,491-29.3% | $12,624-86.1% |