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 | $21,309 | $105,998-79.9% | $92,233-76.9% | $147,584-85.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.61% | 50.05%-28.4pp | 176.28%-154.7pp | 578.55%-556.9pp |
| Employer contribution / active EE | $792 | $4,333-81.7% | $3,679-78.5% | $4,876-83.8% |
| Participant deferral / active EE | $5,900 | $4,478+31.8% | $3,897+51.4% | $5,439+8.5% |
| Admin fee / account holder | $361 | $6,332-94.3% | $5,194-93.1% | $10,885-96.7% |