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 | $53,965 | $105,998-49.1% | $92,233-41.5% | $147,584-63.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.15% | 50.05%-36.9pp | 176.28%-163.1pp | 578.55%-565.4pp |
| Employer contribution / active EE | $6,773 | $4,333+56.3% | $3,679+84.1% | $4,876+38.9% |
| Participant deferral / active EE | $2,471 | $4,478-44.8% | $3,897-36.6% | $5,439-54.6% |
| Admin fee / account holder | $1,746 | $6,332-72.4% | $5,194-66.4% | $10,885-84.0% |