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 | $31,723 | $105,998-70.1% | $92,233-65.6% | $147,584-78.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.27% | 50.05%-34.8pp | 176.28%-161.0pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,566 | $4,333-63.9% | $3,679-57.4% | $4,876-67.9% |
| Participant deferral / active EE | $6,000 | $4,478+34.0% | $3,897+54.0% | $5,439+10.3% |
| Admin fee / account holder | $1,488 | $6,332-76.5% | $5,194-71.4% | $10,885-86.3% |