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 | $15,573 | $70,606-77.9% | $53,898-71.1% | $142,382-89.1% |
| Participation rate | 90.9% | 63.7%+27.2pp | 55.0%+35.9pp | 80.1%+10.8pp |
| Annual return | 16.50% | 619.81%-603.3pp | 528.60%-512.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,092 | $1,202+157.2% | $932+231.7% | $4,299-28.1% |
| Participant deferral / active EE | $5,116 | $2,364+116.4% | $1,826+180.1% | $6,507-21.4% |
| Admin fee / account holder | $439 | $2,852-84.6% | $2,491-82.4% | $12,624-96.5% |