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 | $19,685 | $105,998-81.4% | $92,233-78.7% | $147,584-86.7% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 30.51% | 50.05%-19.5pp | 176.28%-145.8pp | 578.55%-548.0pp |
| Employer contribution / active EE | $3,853 | $4,333-11.1% | $3,679+4.7% | $4,876-21.0% |
| Participant deferral / active EE | $7,424 | $4,478+65.8% | $3,897+90.5% | $5,439+36.5% |
| Admin fee / account holder | $429 | $6,332-93.2% | $5,194-91.7% | $10,885-96.1% |