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 | $24,233 | $110,502-78.1% | $80,716-70.0% | $167,490-85.5% |
| Participation rate | 85.7% | 64.0%+21.8pp | 54.2%+31.5pp | 82.1%+3.6pp |
| Annual return | 14.39% | 120.54%-106.1pp | 87.28%-72.9pp | 478.56%-464.2pp |
| Employer contribution / active EE | $664 | $1,543-56.9% | $1,160-42.7% | $4,837-86.3% |
| Participant deferral / active EE | $722 | $2,871-74.9% | $2,146-66.4% | $6,341-88.6% |
| Admin fee / account holder | $1,211 | $4,545-73.4% | $3,380-64.2% | $12,309-90.2% |