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 7-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 | $19,024 | $106,890-82.2% | $84,015-77.4% | $152,861-87.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.13% | 104.99%-81.9pp | 71.31%-48.2pp | 345.32%-322.2pp |
| Employer contribution / active EE | $931 | $2,734-65.9% | $1,983-53.0% | $4,762-80.4% |
| Participant deferral / active EE | $2,018 | $4,011-49.7% | $3,239-37.7% | $5,850-65.5% |
| Admin fee / account holder | $704 | $8,285-91.5% | $6,101-88.5% | $11,596-93.9% |