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 | $9,904 | $70,606-86.0% | $53,898-81.6% | $142,382-93.0% |
| Participation rate | 95.5% | 63.7%+31.7pp | 55.0%+40.5pp | 80.1%+15.3pp |
| Annual return | 17.45% | 619.81%-602.4pp | 528.60%-511.2pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,105 | $1,202-8.0% | $932+18.6% | $4,299-74.3% |
| Participant deferral / active EE | $3,072 | $2,364+30.0% | $1,826+68.2% | $6,507-52.8% |
| Admin fee / account holder | $2,004 | $2,852-29.7% | $2,491-19.6% | $12,624-84.1% |