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 | $62,263 | $105,998-41.3% | $92,233-32.5% | $147,584-57.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.80% | 50.05%-34.2pp | 176.28%-160.5pp | 578.55%-562.7pp |
| Employer contribution / active EE | $2,232 | $4,333-48.5% | $3,679-39.3% | $4,876-54.2% |
| Participant deferral / active EE | $4,663 | $4,478+4.1% | $3,897+19.7% | $5,439-14.3% |
| Admin fee / account holder | $481 | $6,332-92.4% | $5,194-90.7% | $10,885-95.6% |