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 | $29,934 | $105,998-71.8% | $92,233-67.5% | $147,584-79.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 19.40% | 50.05%-30.7pp | 176.28%-156.9pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,052 | $4,333-52.6% | $3,679-44.2% | $4,876-57.9% |
| Participant deferral / active EE | $5,405 | $4,478+20.7% | $3,897+38.7% | $5,439-0.6% |
| Admin fee / account holder | $399 | $6,332-93.7% | $5,194-92.3% | $10,885-96.3% |