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 | $17,866 | $104,106-82.8% | $71,086-74.9% | $135,375-86.8% |
| Participation rate | 88.2% | 65.7%+22.6pp | 54.7%+33.6pp | 82.6%+5.6pp |
| Annual return | 1.63% | 1256.30%-1254.7pp | 650.59%-649.0pp | 519.73%-518.1pp |
| Employer contribution / active EE | $151 | $1,485-89.8% | $1,088-86.1% | $4,779-96.8% |
| Participant deferral / active EE | $2,230 | $2,527-11.7% | $1,874+19.0% | $5,609-60.2% |
| Admin fee / account holder | $896 | $4,142-78.4% | $3,082-70.9% | $10,827-91.7% |