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 | $5,311 | $70,606-92.5% | $53,898-90.1% | $142,382-96.3% |
| Participation rate | 70.0% | 63.7%+6.3pp | 55.0%+15.0pp | 80.1%-10.1pp |
| Annual return | 22.68% | 619.81%-597.1pp | 528.60%-505.9pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,537 | $1,202+27.9% | $932+64.9% | $4,299-64.2% |
| Participant deferral / active EE | $2,240 | $2,364-5.3% | $1,826+22.6% | $6,507-65.6% |
| Admin fee / account holder | $1,150 | $2,852-59.7% | $2,491-53.8% | $12,624-90.9% |