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 | $17,580 | $105,998-83.4% | $92,233-80.9% | $147,584-88.1% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 12.78% | 50.05%-37.3pp | 176.28%-163.5pp | 578.55%-565.8pp |
| Employer contribution / active EE | $10,716 | $4,333+147.3% | $3,679+191.2% | $4,876+119.7% |
| Participant deferral / active EE | $6,408 | $4,478+43.1% | $3,897+64.4% | $5,439+17.8% |
| Admin fee / account holder | $25,949 | $6,332+309.8% | $5,194+399.6% | $10,885+138.4% |