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 8-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 | $19,602 | $108,172-81.9% | $77,482-74.7% | $158,922-87.7% |
| Participation rate | 72.7% | 64.4%+8.3pp | 54.2%+18.5pp | 82.0%-9.2pp |
| Annual return | 17.63% | 31.67%-14.0pp | 54.79%-37.2pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,042 | $1,325+54.1% | $986+107.0% | $4,761-57.1% |
| Participant deferral / active EE | $1,091 | $2,456-55.6% | $1,861-41.4% | $5,982-81.8% |
| Admin fee / account holder | $591 | $3,708-84.1% | $2,858-79.3% | $11,246-94.7% |