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 | $15,054 | $64,839-76.8% | $95,585-84.3% | $84,808-82.2% |
| Participation rate | 92.6% | 63.8%+28.8pp | 72.1%+20.5pp | 68.3%+24.3pp |
| Annual return | 18.38% | -670.96%+689.3pp | 38.56%-20.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,419 | $1,759+94.4% | $2,527+35.3% | $2,631+29.9% |
| Participant deferral / active EE | $5,481 | $2,965+84.9% | $4,023+36.3% | $4,212+30.1% |
| Admin fee / account holder | $921 | $5,964-84.6% | $6,127-85.0% | $7,344-87.5% |