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 | $60,257 | $105,998-43.2% | $92,233-34.7% | $147,584-59.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.12% | 50.05%-34.9pp | 176.28%-161.2pp | 578.55%-563.4pp |
| Employer contribution / active EE | $3,416 | $4,333-21.2% | $3,679-7.2% | $4,876-29.9% |
| Participant deferral / active EE | $9,811 | $4,478+119.1% | $3,897+151.8% | $5,439+80.4% |
| Admin fee / account holder | $351 | $6,332-94.5% | $5,194-93.2% | $10,885-96.8% |