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 | $67,823-86.6% | $52,425-82.6% | $137,256-93.4% |
| Participation rate | 82.6% | 63.9%+18.7pp | 55.6%+27.0pp | 80.0%+2.6pp |
| Annual return | 21.08% | 219.11%-198.0pp | 302.12%-281.0pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,626 | $1,163+39.8% | $914+77.8% | $4,156-60.9% |
| Participant deferral / active EE | $3,424 | $2,288+49.7% | $1,790+91.2% | $6,407-46.6% |
| Admin fee / account holder | $1,760 | $2,844-38.1% | $2,495-29.4% | $12,270-85.7% |