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 | $43,144 | $99,020-56.4% | $86,590-50.2% | $147,584-70.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.01% | 1312.34%-1298.3pp | 964.84%-950.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $4,298 | $3,132+37.2% | $2,839+51.4% | $4,876-11.9% |
| Participant deferral / active EE | $7,219 | $3,972+81.7% | $3,609+100.1% | $5,439+32.7% |
| Admin fee / account holder | $1,551 | $5,710-72.8% | $4,906-68.4% | $10,885-85.7% |