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 | $19,779 | $105,998-81.3% | $92,233-78.6% | $147,584-86.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.39% | 50.05%-28.7pp | 176.28%-154.9pp | 578.55%-557.2pp |
| Employer contribution / active EE | $4,226 | $4,333-2.5% | $3,679+14.9% | $4,876-13.3% |
| Participant deferral / active EE | $1,638 | $4,478-63.4% | $3,897-58.0% | $5,439-69.9% |
| Admin fee / account holder | $833 | $6,332-86.9% | $5,194-84.0% | $10,885-92.4% |