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 | $50,650 | $106,890-52.6% | $84,015-39.7% | $152,861-66.9% |
| Participation rate | 86.7% | 75.2%+11.4pp | 69.0%+17.7pp | 82.4%+4.2pp |
| Annual return | 12.96% | 104.99%-92.0pp | 71.31%-58.3pp | 345.32%-332.4pp |
| Employer contribution / active EE | $666 | $2,734-75.7% | $1,983-66.4% | $4,762-86.0% |
| Participant deferral / active EE | $1,013 | $4,011-74.7% | $3,239-68.7% | $5,850-82.7% |
| Admin fee / account holder | $15,961 | $8,285+92.6% | $6,101+161.6% | $11,596+37.6% |