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 | $36,299 | $102,966-64.7% | $90,281-59.8% | $152,861-76.3% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 30.24% | 95.16%-64.9pp | 78.10%-47.9pp | 345.32%-315.1pp |
| Employer contribution / active EE | $599 | $3,139-80.9% | $2,854-79.0% | $4,762-87.4% |
| Participant deferral / active EE | $813 | $4,281-81.0% | $3,885-79.1% | $5,850-86.1% |
| Admin fee / account holder | $710 | $6,171-88.5% | $5,351-86.7% | $11,596-93.9% |