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 | $16,415 | $85,202-80.7% | $172,739-90.5% | $72,985-77.5% |
| Participation rate | 85.0% | 70.1%+14.9pp | 82.6%+2.4pp | 69.5%+15.5pp |
| Annual return | 16.95% | 27.32%-10.4pp | 802.84%-785.9pp | 81.00%-64.1pp |
| Employer contribution / active EE | $658 | $3,324-80.2% | $5,143-87.2% | $2,440-73.0% |
| Participant deferral / active EE | $1,195 | $3,260-63.4% | $5,198-77.0% | $3,607-66.9% |
| Admin fee / account holder | $483 | $5,884-91.8% | $13,954-96.5% | $5,124-90.6% |