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 | $31,573 | $105,998-70.2% | $92,233-65.8% | $147,584-78.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.47% | 50.05%-28.6pp | 176.28%-154.8pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,049 | $4,333-75.8% | $3,679-71.5% | $4,876-78.5% |
| Participant deferral / active EE | $8,167 | $4,478+82.4% | $3,897+109.6% | $5,439+50.2% |
| Admin fee / account holder | $1,518 | $6,332-76.0% | $5,194-70.8% | $10,885-86.1% |