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 | $41,117 | $144,119-71.5% | $117,854-65.1% | $147,584-72.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.46% | 531.15%-516.7pp | 335.08%-320.6pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,501 | $4,896-48.9% | $3,786-33.9% | $4,876-48.7% |
| Participant deferral / active EE | $4,791 | $5,316-9.9% | $4,482+6.9% | $5,439-11.9% |
| Admin fee / account holder | $20,218 | $10,886+85.7% | $8,020+152.1% | $10,885+85.7% |