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 | $15,817 | $202,432-92.2% | $169,368-90.7% | $139,434-88.7% |
| Participation rate | 95.8% | 81.1%+14.8pp | 77.1%+18.7pp | 80.3%+15.5pp |
| Annual return | 166.72% | 531.74%-365.0pp | 405.60%-238.9pp | 372.94%-206.2pp |
| Employer contribution / active EE | $2,084 | $4,692-55.6% | $4,013-48.1% | $4,751-56.1% |
| Participant deferral / active EE | $6,596 | $6,938-4.9% | $6,221+6.0% | $6,710-1.7% |
| Admin fee / account holder | $8,931 | $10,708-16.6% | $9,003-0.8% | $11,403-21.7% |