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 5-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 | $4,091 | $70,606-94.2% | $53,898-92.4% | $142,382-97.1% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 18.95% | 619.81%-600.9pp | 528.60%-509.7pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,289 | $1,202+7.2% | $932+38.3% | $4,299-70.0% |
| Participant deferral / active EE | $1,417 | $2,364-40.1% | $1,826-22.4% | $6,507-78.2% |
| Admin fee / account holder | $2,340 | $2,852-18.0% | $2,491-6.1% | $12,624-81.5% |