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 | $45,275 | $105,998-57.3% | $92,233-50.9% | $147,584-69.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.12% | 50.05%-28.9pp | 176.28%-155.2pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,869 | $4,333-56.9% | $3,679-49.2% | $4,876-61.7% |
| Participant deferral / active EE | $2,818 | $4,478-37.1% | $3,897-27.7% | $5,439-48.2% |
| Admin fee / account holder | $3,991 | $6,332-37.0% | $5,194-23.1% | $10,885-63.3% |