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 | $53,536 | $105,998-49.5% | $92,233-42.0% | $147,584-63.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.50% | 50.05%-35.6pp | 176.28%-161.8pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,561 | $4,333-40.9% | $3,679-30.4% | $4,876-47.5% |
| Participant deferral / active EE | $5,596 | $4,478+25.0% | $3,897+43.6% | $5,439+2.9% |
| Admin fee / account holder | $437 | $6,332-93.1% | $5,194-91.6% | $10,885-96.0% |