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 | $19,953 | $102,966-80.6% | $90,281-77.9% | $152,861-86.9% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 16.07% | 95.16%-79.1pp | 78.10%-62.0pp | 345.32%-329.2pp |
| Employer contribution / active EE | $500 | $3,139-84.1% | $2,854-82.5% | $4,762-89.5% |
| Participant deferral / active EE | $1,681 | $4,281-60.7% | $3,885-56.7% | $5,850-71.3% |
| Admin fee / account holder | $1,559 | $6,171-74.7% | $5,351-70.9% | $11,596-86.6% |