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 | $50,096 | $105,998-52.7% | $92,233-45.7% | $147,584-66.1% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 21.99% | 50.05%-28.1pp | 176.28%-154.3pp | 578.55%-556.6pp |
| Employer contribution / active EE | $11,645 | $4,333+168.7% | $3,679+216.5% | $4,876+138.8% |
| Participant deferral / active EE | $5,444 | $4,478+21.6% | $3,897+39.7% | $5,439+0.1% |
| Admin fee / account holder | $2,378 | $6,332-62.4% | $5,194-54.2% | $10,885-78.2% |