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 | $50,004 | $144,119-65.3% | $117,854-57.6% | $147,584-66.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.31% | 531.15%-513.8pp | 335.08%-317.8pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,386 | $4,896-71.7% | $3,786-63.4% | $4,876-71.6% |
| Participant deferral / active EE | $3,814 | $5,316-28.2% | $4,482-14.9% | $5,439-29.9% |
| Admin fee / account holder | $27,241 | $10,886+150.2% | $8,020+239.7% | $10,885+150.3% |