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 | $67,823-95.9% | $52,425-94.6% | $137,256-98.0% |
| Participation rate | 94.1% | 63.9%+30.2pp | 55.6%+38.5pp | 80.0%+14.2pp |
| Annual return | 13.99% | 219.11%-205.1pp | 302.12%-288.1pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,031 | $1,163-11.3% | $914+12.8% | $4,156-75.2% |
| Participant deferral / active EE | $1,089 | $2,288-52.4% | $1,790-39.2% | $6,407-83.0% |
| Admin fee / account holder | $2,142 | $2,844-24.7% | $2,495-14.2% | $12,270-82.5% |