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 | $34,431 | $105,998-67.5% | $92,233-62.7% | $147,584-76.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.27% | 50.05%-34.8pp | 176.28%-161.0pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,089 | $4,333-51.8% | $3,679-43.2% | $4,876-57.2% |
| Participant deferral / active EE | $8,147 | $4,478+81.9% | $3,897+109.1% | $5,439+49.8% |
| Admin fee / account holder | $14,286 | $6,332+125.6% | $5,194+175.1% | $10,885+31.2% |