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 | $24,928 | $99,652-75.0% | $78,778-68.4% | $147,584-83.1% |
| Participation rate | 70.6% | 76.2%-5.6pp | 69.2%+1.4pp | 82.8%-12.2pp |
| Annual return | 22.89% | 47.28%-24.4pp | 35.62%-12.7pp | 578.55%-555.7pp |
| Employer contribution / active EE | $996 | $2,796-64.4% | $1,986-49.8% | $4,876-79.6% |
| Participant deferral / active EE | $1,344 | $3,664-63.3% | $2,958-54.6% | $5,439-75.3% |
| Admin fee / account holder | $610 | $7,155-91.5% | $5,134-88.1% | $10,885-94.4% |