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 | $24,280 | $105,998-77.1% | $92,233-73.7% | $147,584-83.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.45% | 50.05%-25.6pp | 176.28%-151.8pp | 578.55%-554.1pp |
| Employer contribution / active EE | $1,899 | $4,333-56.2% | $3,679-48.4% | $4,876-61.1% |
| Participant deferral / active EE | $4,774 | $4,478+6.6% | $3,897+22.5% | $5,439-12.2% |
| Admin fee / account holder | $941 | $6,332-85.1% | $5,194-81.9% | $10,885-91.4% |