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 | $68,201 | $105,998-35.7% | $92,233-26.1% | $147,584-53.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.77% | 50.05%-36.3pp | 176.28%-162.5pp | 578.55%-564.8pp |
| Employer contribution / active EE | $2,144 | $4,333-50.5% | $3,679-41.7% | $4,876-56.0% |
| Participant deferral / active EE | $3,546 | $4,478-20.8% | $3,897-9.0% | $5,439-34.8% |
| Admin fee / account holder | $5,328 | $6,332-15.9% | $5,194+2.6% | $10,885-51.1% |