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 | $57,449 | $105,998-45.8% | $92,233-37.7% | $147,584-61.1% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 16.70% | 50.05%-33.3pp | 176.28%-159.6pp | 578.55%-561.8pp |
| Employer contribution / active EE | $4,187 | $4,333-3.4% | $3,679+13.8% | $4,876-14.1% |
| Participant deferral / active EE | $6,705 | $4,478+49.7% | $3,897+72.1% | $5,439+23.3% |
| Admin fee / account holder | $334 | $6,332-94.7% | $5,194-93.6% | $10,885-96.9% |