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 | $37,498 | $105,998-64.6% | $92,233-59.3% | $147,584-74.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 34.98% | 50.05%-15.1pp | 176.28%-141.3pp | 578.55%-543.6pp |
| Employer contribution / active EE | $6,014 | $4,333+38.8% | $3,679+63.4% | $4,876+23.3% |
| Participant deferral / active EE | $5,404 | $4,478+20.7% | $3,897+38.7% | $5,439-0.6% |
| Admin fee / account holder | $384 | $6,332-93.9% | $5,194-92.6% | $10,885-96.5% |