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 | $23,339 | $108,642-78.5% | $74,701-68.8% | $152,861-84.7% |
| Participation rate | 80.0% | 65.3%+14.7pp | 54.5%+25.5pp | 82.4%-2.4pp |
| Annual return | 12.49% | 114.06%-101.6pp | 752.92%-740.4pp | 345.32%-332.8pp |
| Employer contribution / active EE | $333 | $1,503-77.9% | $1,084-69.3% | $4,762-93.0% |
| Participant deferral / active EE | $573 | $2,712-78.9% | $1,964-70.8% | $5,850-90.2% |
| Admin fee / account holder | $465 | $4,902-90.5% | $3,333-86.0% | $11,596-96.0% |