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 | $32,424 | $70,606-54.1% | $53,898-39.8% | $142,382-77.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.02% | 619.81%-599.8pp | 528.60%-508.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,690 | $1,202+40.6% | $932+81.3% | $4,299-60.7% |
| Participant deferral / active EE | $4,140 | $2,364+75.1% | $1,826+126.7% | $6,507-36.4% |
| Admin fee / account holder | $333 | $2,852-88.3% | $2,491-86.7% | $12,624-97.4% |