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 | $19,852 | $70,606-71.9% | $53,898-63.2% | $142,382-86.1% |
| Participation rate | 72.7% | 63.7%+9.0pp | 55.0%+17.8pp | 80.1%-7.4pp |
| Annual return | 22.90% | 619.81%-596.9pp | 528.60%-505.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,453 | $1,202+20.9% | $932+55.9% | $4,299-66.2% |
| Participant deferral / active EE | $4,665 | $2,364+97.3% | $1,826+155.4% | $6,507-28.3% |
| Admin fee / account holder | $921 | $2,852-67.7% | $2,491-63.0% | $12,624-92.7% |