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 | $37,355 | $108,642-65.6% | $74,701-50.0% | $152,861-75.6% |
| Participation rate | 94.1% | 65.3%+28.8pp | 54.5%+39.7pp | 82.4%+11.7pp |
| Annual return | 24.79% | 114.06%-89.3pp | 752.92%-728.1pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,818 | $1,503+20.9% | $1,084+67.7% | $4,762-61.8% |
| Participant deferral / active EE | $2,697 | $2,712-0.6% | $1,964+37.4% | $5,850-53.9% |
| Admin fee / account holder | $7,914 | $4,902+61.4% | $3,333+137.4% | $11,596-31.8% |