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 | $44,748 | $105,998-57.8% | $92,233-51.5% | $147,584-69.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.41% | 50.05%-34.6pp | 176.28%-160.9pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,770 | $4,333-59.1% | $3,679-51.9% | $4,876-63.7% |
| Participant deferral / active EE | $4,640 | $4,478+3.6% | $3,897+19.1% | $5,439-14.7% |
| Admin fee / account holder | $2,042 | $6,332-67.7% | $5,194-60.7% | $10,885-81.2% |