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 7-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 | $15,055 | $96,635-84.4% | $86,612-82.6% | $139,434-89.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 11.86% | 106.41%-94.6pp | 591.07%-579.2pp | 372.94%-361.1pp |
| Employer contribution / active EE | $970 | $3,263-70.3% | $3,022-67.9% | $4,751-79.6% |
| Participant deferral / active EE | $3,853 | $4,836-20.3% | $4,438-13.2% | $6,710-42.6% |
| Admin fee / account holder | $585 | $6,408-90.9% | $5,614-89.6% | $11,403-94.9% |