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 | $2,813 | $70,606-96.0% | $53,898-94.8% | $142,382-98.0% |
| Participation rate | 94.1% | 63.7%+30.4pp | 55.0%+39.2pp | 80.1%+14.0pp |
| Annual return | 13.99% | 619.81%-605.8pp | 528.60%-514.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,031 | $1,202-14.2% | $932+10.6% | $4,299-76.0% |
| Participant deferral / active EE | $1,089 | $2,364-53.9% | $1,826-40.4% | $6,507-83.3% |
| Admin fee / account holder | $2,142 | $2,852-24.9% | $2,491-14.0% | $12,624-83.0% |