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 | $46,144 | $105,998-56.5% | $92,233-50.0% | $147,584-68.7% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 9.92% | 50.05%-40.1pp | 176.28%-166.4pp | 578.55%-568.6pp |
| Employer contribution / active EE | $5,216 | $4,333+20.4% | $3,679+41.8% | $4,876+7.0% |
| Participant deferral / active EE | $7,003 | $4,478+56.4% | $3,897+79.7% | $5,439+28.8% |
| Admin fee / account holder | $12,325 | $6,332+94.6% | $5,194+137.3% | $10,885+13.2% |