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 | $8,456 | $68,097-87.6% | $62,929-86.6% | $137,256-93.8% |
| Participation rate | 78.6% | 77.4%+1.1pp | 73.1%+5.5pp | 80.0%-1.4pp |
| Annual return | 21.51% | 1859.11%-1837.6pp | 1063.93%-1042.4pp | 220.34%-198.8pp |
| Employer contribution / active EE | $689 | $2,811-75.5% | $2,505-72.5% | $4,156-83.4% |
| Participant deferral / active EE | $2,022 | $4,553-55.6% | $3,888-48.0% | $6,407-68.4% |
| Admin fee / account holder | $4,114 | $6,521-36.9% | $5,065-18.8% | $12,270-66.5% |