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 | $25,794 | $91,190-71.7% | $178,490-85.5% | $79,858-67.7% |
| Participation rate | 91.6% | 69.2%+22.4pp | 81.9%+9.6pp | 69.6%+21.9pp |
| Annual return | 14.13% | 24.19%-10.1pp | 151.07%-136.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $723 | $3,256-77.8% | $5,011-85.6% | $2,471-70.7% |
| Participant deferral / active EE | $2,111 | $3,236-34.8% | $5,202-59.4% | $3,740-43.5% |
| Admin fee / account holder | $1,335 | $6,751-80.2% | $13,984-90.5% | $5,306-74.8% |