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 | $41,909 | $105,998-60.5% | $92,233-54.6% | $147,584-71.6% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 18.94% | 50.05%-31.1pp | 176.28%-157.3pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,277 | $4,333-47.4% | $3,679-38.1% | $4,876-53.3% |
| Participant deferral / active EE | $6,437 | $4,478+43.8% | $3,897+65.2% | $5,439+18.4% |
| Admin fee / account holder | $1,155 | $6,332-81.8% | $5,194-77.8% | $10,885-89.4% |