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 | $32,592 | $105,998-69.3% | $92,233-64.7% | $147,584-77.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.95% | 50.05%-36.1pp | 176.28%-162.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $2,132 | $4,333-50.8% | $3,679-42.1% | $4,876-56.3% |
| Participant deferral / active EE | $5,075 | $4,478+13.3% | $3,897+30.2% | $5,439-6.7% |
| Admin fee / account holder | $2,533 | $6,332-60.0% | $5,194-51.2% | $10,885-76.7% |