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 | $25,350 | $30,400-16.6% | $53,898-53.0% | $84,808-70.1% |
| Participation rate | 73.7% | 46.4%+27.2pp | 55.0%+18.7pp | 68.3%+5.4pp |
| Annual return | 23.02% | 500.19%-477.2pp | 528.60%-505.6pp | 40.90%-17.9pp |
| Employer contribution / active EE | $928 | $603+53.9% | $932-0.5% | $2,631-64.7% |
| Participant deferral / active EE | $2,194 | $1,199+83.0% | $1,826+20.1% | $4,212-47.9% |
| Admin fee / account holder | $910 | $1,993-54.3% | $2,491-63.5% | $7,344-87.6% |