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 | $35,506 | $105,998-66.5% | $92,233-61.5% | $147,584-75.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.74% | 50.05%-38.3pp | 176.28%-164.5pp | 578.55%-566.8pp |
| Employer contribution / active EE | $2,399 | $4,333-44.6% | $3,679-34.8% | $4,876-50.8% |
| Participant deferral / active EE | $3,614 | $4,478-19.3% | $3,897-7.3% | $5,439-33.6% |
| Admin fee / account holder | $6,554 | $6,332+3.5% | $5,194+26.2% | $10,885-39.8% |