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 | $12,572 | $34,308-63.4% | $74,701-83.2% | $72,985-82.8% |
| Participation rate | 75.3% | 42.4%+32.9pp | 54.5%+20.9pp | 69.5%+5.9pp |
| Annual return | 19.79% | 26.58%-6.8pp | 752.92%-733.1pp | 81.00%-61.2pp |
| Employer contribution / active EE | $477 | $692-31.1% | $1,084-56.0% | $2,440-80.5% |
| Participant deferral / active EE | $1,024 | $1,271-19.5% | $1,964-47.9% | $3,607-71.6% |
| Admin fee / account holder | $1,800 | $2,124-15.3% | $3,333-46.0% | $5,124-64.9% |