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 | $25,748 | $105,998-75.7% | $92,233-72.1% | $147,584-82.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.69% | 50.05%-37.4pp | 176.28%-163.6pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,999 | $4,333-30.8% | $3,679-18.5% | $4,876-38.5% |
| Participant deferral / active EE | $3,698 | $4,478-17.4% | $3,897-5.1% | $5,439-32.0% |
| Admin fee / account holder | $2,186 | $6,332-65.5% | $5,194-57.9% | $10,885-79.9% |