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 | $6,404 | $109,982-94.2% | $97,226-93.4% | $145,922-95.6% |
| Participation rate | 81.3% | 75.9%+5.3pp | 72.7%+8.6pp | 80.3%+1.0pp |
| Annual return | 14.82% | 242.90%-228.1pp | 75.13%-60.3pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,199 | $3,084-61.1% | $2,729-56.1% | $4,660-74.3% |
| Participant deferral / active EE | $2,147 | $4,676-54.1% | $4,264-49.7% | $6,688-67.9% |
| Admin fee / account holder | $1,890 | $6,221-69.6% | $5,654-66.6% | $13,397-85.9% |