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 | $18,571 | $27,915-33.5% | $58,482-68.2% | $75,163-75.3% |
| Participation rate | 94.1% | 38.8%+55.3pp | 50.9%+43.3pp | 67.2%+26.9pp |
| Annual return | 15.23% | 44.20%-29.0pp | 4239.32%-4224.1pp | 160.62%-145.4pp |
| Employer contribution / active EE | $930 | $669+39.0% | $1,053-11.7% | $2,670-65.2% |
| Participant deferral / active EE | $809 | $1,201-32.6% | $1,924-57.9% | $4,125-80.4% |
| Admin fee / account holder | $424 | $1,726-75.4% | $2,516-83.1% | $5,651-92.5% |