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 | $5,952 | $39,019-84.7% | $80,716-92.6% | $85,850-93.1% |
| Participation rate | 91.4% | 41.5%+49.9pp | 54.2%+37.3pp | 69.3%+22.1pp |
| Annual return | 14.21% | 26.27%-12.1pp | 87.28%-73.1pp | 318.53%-304.3pp |
| Employer contribution / active EE | $376 | $722-47.9% | $1,160-67.6% | $2,565-85.3% |
| Participant deferral / active EE | $1,046 | $1,326-21.1% | $2,146-51.3% | $3,952-73.5% |
| Admin fee / account holder | $381 | $2,431-84.3% | $3,380-88.7% | $6,260-93.9% |