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 | $28,931 | $70,606-59.0% | $53,898-46.3% | $142,382-79.7% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 19.42% | 619.81%-600.4pp | 528.60%-509.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $782 | $1,202-34.9% | $932-16.1% | $4,299-81.8% |
| Participant deferral / active EE | $7,903 | $2,364+234.3% | $1,826+332.8% | $6,507+21.5% |
| Admin fee / account holder | $1,461 | $2,852-48.8% | $2,491-41.4% | $12,624-88.4% |