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 | $27,886 | $76,000-63.3% | $154,107-81.9% | $64,186-56.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 7.09% | 30.32%-23.2pp | 735.12%-728.0pp | 7.63%-0.5pp |
| Employer contribution / active EE | $864 | $3,351-74.2% | $5,298-83.7% | $2,381-63.7% |
| Participant deferral / active EE | $1,008 | $3,175-68.2% | $5,081-80.2% | $3,470-70.9% |
| Admin fee / account holder | $775 | $5,596-86.2% | $13,411-94.2% | $4,888-84.2% |