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 | $29,021 | $99,079-70.7% | $77,999-62.8% | $273,961-89.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.53% | 217.93%-209.4pp | 425.96%-417.4pp | 41.45%-32.9pp |
| Employer contribution / active EE | $691 | $3,308-79.1% | $2,470-72.0% | $4,869-85.8% |
| Participant deferral / active EE | $2,589 | $4,306-39.9% | $3,497-26.0% | $5,287-51.0% |
| Admin fee / account holder | $881 | $8,954-90.2% | $5,480-83.9% | $10,132-91.3% |