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 | $48,626 | $105,998-54.1% | $92,233-47.3% | $147,584-67.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 29.31% | 50.05%-20.7pp | 176.28%-147.0pp | 578.55%-549.2pp |
| Employer contribution / active EE | $5,864 | $4,333+35.3% | $3,679+59.4% | $4,876+20.3% |
| Participant deferral / active EE | $13,200 | $4,478+194.8% | $3,897+238.7% | $5,439+142.7% |
| Admin fee / account holder | $424 | $6,332-93.3% | $5,194-91.8% | $10,885-96.1% |