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 | $17,824 | $105,998-83.2% | $92,233-80.7% | $147,584-87.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.19% | 50.05%-26.9pp | 176.28%-153.1pp | 578.55%-555.4pp |
| Employer contribution / active EE | $2,599 | $4,333-40.0% | $3,679-29.4% | $4,876-46.7% |
| Participant deferral / active EE | $4,477 | $4,4780% | $3,897+14.9% | $5,439-17.7% |
| Admin fee / account holder | $1,637 | $6,332-74.1% | $5,194-68.5% | $10,885-85.0% |