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 10-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 | $28,537 | $30,400-6.1% | $53,898-47.1% | $84,808-66.4% |
| Participation rate | 73.8% | 46.4%+27.4pp | 55.0%+18.8pp | 68.3%+5.5pp |
| Annual return | 20.24% | 500.19%-479.9pp | 528.60%-508.4pp | 40.90%-20.7pp |
| Employer contribution / active EE | $814 | $603+35.1% | $932-12.7% | $2,631-69.1% |
| Participant deferral / active EE | $2,170 | $1,199+81.0% | $1,826+18.8% | $4,212-48.5% |
| Admin fee / account holder | $7,532 | $1,993+277.8% | $2,491+202.4% | $7,344+2.6% |