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 | $39,176 | $105,998-63.0% | $92,233-57.5% | $147,584-73.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.59% | 50.05%-36.5pp | 176.28%-162.7pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,964 | $4,333-54.7% | $3,679-46.6% | $4,876-59.7% |
| Participant deferral / active EE | $6,267 | $4,478+39.9% | $3,897+60.8% | $5,439+15.2% |
| Admin fee / account holder | $13,238 | $6,332+109.1% | $5,194+154.9% | $10,885+21.6% |