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 | $11,971 | $27,915-57.1% | $58,482-79.5% | $75,163-84.1% |
| Participation rate | 91.8% | 38.8%+53.0pp | 50.9%+40.9pp | 67.2%+24.6pp |
| Annual return | 19.15% | 44.20%-25.1pp | 4239.32%-4220.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $225 | $669-66.3% | $1,053-78.6% | $2,670-91.6% |
| Participant deferral / active EE | $1,059 | $1,201-11.9% | $1,924-45.0% | $4,125-74.3% |
| Admin fee / account holder | $955 | $1,726-44.7% | $2,516-62.1% | $5,651-83.1% |