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 | $10,868 | $81,625-86.7% | $58,482-81.4% | $139,434-92.2% |
| Participation rate | 81.8% | 61.3%+20.5pp | 50.9%+31.0pp | 80.3%+1.5pp |
| Annual return | 9.86% | 7404.20%-7394.3pp | 4239.32%-4229.5pp | 372.94%-363.1pp |
| Employer contribution / active EE | $254 | $1,398-81.8% | $1,053-75.8% | $4,751-94.6% |
| Participant deferral / active EE | $669 | $2,557-73.8% | $1,924-65.2% | $6,710-90.0% |
| Admin fee / account holder | $922 | $3,265-71.8% | $2,516-63.4% | $11,403-91.9% |