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 3-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 | $3,205 | $70,606-95.5% | $53,898-94.1% | $142,382-97.7% |
| Participation rate | 87.5% | 63.7%+23.8pp | 55.0%+32.5pp | 80.1%+7.4pp |
| Annual return | 19.47% | 619.81%-600.3pp | 528.60%-509.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $933 | $1,202-22.4% | $932+0.1% | $4,299-78.3% |
| Participant deferral / active EE | $1,172 | $2,364-50.4% | $1,826-35.8% | $6,507-82.0% |
| Admin fee / account holder | $552 | $2,852-80.6% | $2,491-77.8% | $12,624-95.6% |