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 | $41,567 | $105,998-60.8% | $92,233-54.9% | $147,584-71.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.69% | 50.05%-39.4pp | 176.28%-165.6pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,533 | $4,333-64.6% | $3,679-58.3% | $4,876-68.6% |
| Participant deferral / active EE | $1,774 | $4,478-60.4% | $3,897-54.5% | $5,439-67.4% |
| Admin fee / account holder | $4,517 | $6,332-28.7% | $5,194-13.0% | $10,885-58.5% |