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 | $18,956 | $70,606-73.2% | $53,898-64.8% | $142,382-86.7% |
| Participation rate | 78.3% | 63.7%+14.6pp | 55.0%+23.3pp | 80.1%-1.9pp |
| Annual return | 20.65% | 619.81%-599.2pp | 528.60%-507.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $817 | $1,202-32.0% | $932-12.3% | $4,299-81.0% |
| Participant deferral / active EE | $4,017 | $2,364+69.9% | $1,826+119.9% | $6,507-38.3% |
| Admin fee / account holder | $744 | $2,852-73.9% | $2,491-70.1% | $12,624-94.1% |