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 | $8,304 | $67,823-87.8% | $52,425-84.2% | $137,256-94.0% |
| Participation rate | 92.9% | 63.9%+28.9pp | 55.6%+37.2pp | 80.0%+12.9pp |
| Annual return | 52.63% | 219.11%-166.5pp | 302.12%-249.5pp | 220.34%-167.7pp |
| Employer contribution / active EE | $1,622 | $1,163+39.5% | $914+77.4% | $4,156-61.0% |
| Participant deferral / active EE | $6,966 | $2,288+204.5% | $1,790+289.1% | $6,407+8.7% |
| Admin fee / account holder | $348 | $2,844-87.8% | $2,495-86.0% | $12,270-97.2% |