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 | $20,971 | $57,281-63.4% | $86,612-75.8% | $75,163-72.1% |
| Participation rate | 86.8% | 63.2%+23.6pp | 71.7%+15.1pp | 67.2%+19.6pp |
| Annual return | 51.89% | 2670.75%-2618.9pp | 591.07%-539.2pp | 160.62%-108.7pp |
| Employer contribution / active EE | $5,167 | $2,314+123.2% | $3,022+70.9% | $2,670+93.5% |
| Participant deferral / active EE | $5,691 | $3,318+71.5% | $4,438+28.3% | $4,125+38.0% |
| Admin fee / account holder | $8,709 | $4,112+111.8% | $5,614+55.1% | $5,651+54.1% |