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 | $71,143 | $105,998-32.9% | $92,233-22.9% | $147,584-51.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.79% | 50.05%-36.3pp | 176.28%-162.5pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,863 | $4,333-57.0% | $3,679-49.4% | $4,876-61.8% |
| Participant deferral / active EE | $14,576 | $4,478+225.5% | $3,897+274.1% | $5,439+168.0% |
| Admin fee / account holder | $45,289 | $6,332+615.2% | $5,194+772.0% | $10,885+316.1% |