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 | $22,160 | $60,124-63.1% | $90,404-75.5% | $79,858-72.3% |
| Participation rate | 82.5% | 65.0%+17.6pp | 72.7%+9.9pp | 69.6%+12.9pp |
| Annual return | 16.14% | 71.94%-55.8pp | 1293.02%-1276.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $652 | $2,068-68.4% | $3,262-80.0% | $2,471-73.6% |
| Participant deferral / active EE | $1,507 | $2,938-48.7% | $3,963-62.0% | $3,740-59.7% |
| Admin fee / account holder | $827 | $3,976-79.2% | $5,611-85.3% | $5,306-84.4% |