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 | $16,687 | $30,400-45.1% | $53,898-69.0% | $84,808-80.3% |
| Participation rate | 89.3% | 46.4%+42.8pp | 55.0%+34.3pp | 68.3%+21.0pp |
| Annual return | 25.74% | 500.19%-474.5pp | 528.60%-502.9pp | 40.90%-15.2pp |
| Employer contribution / active EE | $3,263 | $603+441.4% | $932+250.1% | $2,631+24.0% |
| Participant deferral / active EE | $1,727 | $1,199+44.1% | $1,826-5.4% | $4,212-59.0% |
| Admin fee / account holder | $390 | $1,993-80.4% | $2,491-84.3% | $7,344-94.7% |