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 | $67,451 | $105,998-36.4% | $92,233-26.9% | $147,584-54.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.24% | 50.05%-33.8pp | 176.28%-160.0pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,555 | $4,333-64.1% | $3,679-57.7% | $4,876-68.1% |
| Participant deferral / active EE | $4,143 | $4,478-7.5% | $3,897+6.3% | $5,439-23.8% |
| Admin fee / account holder | $2,080 | $6,332-67.2% | $5,194-60.0% | $10,885-80.9% |