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 5-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 | $5,307 | $30,400-82.5% | $53,898-90.2% | $84,808-93.7% |
| Participation rate | 92.7% | 46.4%+46.3pp | 55.0%+37.8pp | 68.3%+24.4pp |
| Annual return | 21.06% | 500.19%-479.1pp | 528.60%-507.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,018 | $603+68.8% | $932+9.2% | $2,631-61.3% |
| Participant deferral / active EE | $1,417 | $1,199+18.2% | $1,826-22.4% | $4,212-66.4% |
| Admin fee / account holder | $492 | $1,993-75.3% | $2,491-80.2% | $7,344-93.3% |