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 | $40,865 | $105,998-61.4% | $92,233-55.7% | $147,584-72.3% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 17.48% | 50.05%-32.6pp | 176.28%-158.8pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,249 | $4,333-48.1% | $3,679-38.9% | $4,876-53.9% |
| Participant deferral / active EE | $2,954 | $4,478-34.0% | $3,897-24.2% | $5,439-45.7% |
| Admin fee / account holder | $565 | $6,332-91.1% | $5,194-89.1% | $10,885-94.8% |