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 | $41,321 | $105,998-61.0% | $92,233-55.2% | $147,584-72.0% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.5%+18.3pp | 82.8%+11.9pp |
| Annual return | 11.79% | 50.05%-38.3pp | 176.28%-164.5pp | 578.55%-566.8pp |
| Employer contribution / active EE | $1,903 | $4,333-56.1% | $3,679-48.3% | $4,876-61.0% |
| Participant deferral / active EE | $5,544 | $4,478+23.8% | $3,897+42.3% | $5,439+1.9% |
| Admin fee / account holder | $18,729 | $6,332+195.8% | $5,194+260.6% | $10,885+72.1% |