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 | $44,113 | $105,998-58.4% | $92,233-52.2% | $147,584-70.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.68% | 50.05%-33.4pp | 176.28%-159.6pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,418 | $4,333-44.2% | $3,679-34.3% | $4,876-50.4% |
| Participant deferral / active EE | $6,682 | $4,478+49.2% | $3,897+71.5% | $5,439+22.9% |
| Admin fee / account holder | $2,926 | $6,332-53.8% | $5,194-43.7% | $10,885-73.1% |