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 | $47,990 | $105,998-54.7% | $92,233-48.0% | $147,584-67.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.99% | 50.05%-30.1pp | 176.28%-156.3pp | 578.55%-558.6pp |
| Employer contribution / active EE | $2,991 | $4,333-31.0% | $3,679-18.7% | $4,876-38.7% |
| Participant deferral / active EE | $10,202 | $4,478+127.8% | $3,897+161.8% | $5,439+87.6% |
| Admin fee / account holder | $557 | $6,332-91.2% | $5,194-89.3% | $10,885-94.9% |