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 | $58,736 | $96,635-39.2% | $86,612-32.2% | $139,434-57.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.26% | 106.41%-81.2pp | 591.07%-565.8pp | 372.94%-347.7pp |
| Employer contribution / active EE | $526 | $3,263-83.9% | $3,022-82.6% | $4,751-88.9% |
| Participant deferral / active EE | $1,446 | $4,836-70.1% | $4,438-67.4% | $6,710-78.4% |
| Admin fee / account holder | $2,375 | $6,408-62.9% | $5,614-57.7% | $11,403-79.2% |