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 | $57,193 | $105,998-46.0% | $92,233-38.0% | $147,584-61.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.75% | 50.05%-29.3pp | 176.28%-155.5pp | 578.55%-557.8pp |
| Employer contribution / active EE | $2,192 | $4,333-49.4% | $3,679-40.4% | $4,876-55.1% |
| Participant deferral / active EE | $12,000 | $4,478+168.0% | $3,897+208.0% | $5,439+120.6% |
| Admin fee / account holder | $312 | $6,332-95.1% | $5,194-94.0% | $10,885-97.1% |