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 | $33,113 | $105,998-68.8% | $92,233-64.1% | $147,584-77.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.75% | 50.05%-28.3pp | 176.28%-154.5pp | 578.55%-556.8pp |
| Employer contribution / active EE | $6,045 | $4,333+39.5% | $3,679+64.3% | $4,876+24.0% |
| Participant deferral / active EE | $4,509 | $4,478+0.7% | $3,897+15.7% | $5,439-17.1% |
| Admin fee / account holder | $2,817 | $6,332-55.5% | $5,194-45.8% | $10,885-74.1% |