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 | $42,463 | $105,998-59.9% | $92,233-54.0% | $147,584-71.2% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.5%+18.3pp | 82.8%+11.9pp |
| Annual return | 19.86% | 50.05%-30.2pp | 176.28%-156.4pp | 578.55%-558.7pp |
| Employer contribution / active EE | $6,324 | $4,333+45.9% | $3,679+71.9% | $4,876+29.7% |
| Participant deferral / active EE | $4,700 | $4,478+5.0% | $3,897+20.6% | $5,439-13.6% |
| Admin fee / account holder | $791 | $6,332-87.5% | $5,194-84.8% | $10,885-92.7% |