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 | $23,823 | $88,751-73.2% | $81,812-70.9% | $145,922-83.7% |
| Participation rate | 73.7% | 75.0%-1.3pp | 72.3%+1.3pp | 80.3%-6.6pp |
| Annual return | 24.41% | 1025.40%-1001.0pp | 773.79%-749.4pp | 561.29%-536.9pp |
| Employer contribution / active EE | $487 | $3,083-84.2% | $2,912-83.3% | $4,660-89.6% |
| Participant deferral / active EE | $2,787 | $4,643-40.0% | $4,319-35.5% | $6,688-58.3% |
| Admin fee / account holder | $8,390 | $8,415-0.3% | $7,386+13.6% | $13,397-37.4% |