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 | $31,892 | $105,998-69.9% | $92,233-65.4% | $147,584-78.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 258.36% | 50.05%+208.3pp | 176.28%+82.1pp | 578.55%-320.2pp |
| Employer contribution / active EE | $2,308 | $4,333-46.7% | $3,679-37.3% | $4,876-52.7% |
| Participant deferral / active EE | $5,217 | $4,478+16.5% | $3,897+33.9% | $5,439-4.1% |
| Admin fee / account holder | $2,292 | $6,332-63.8% | $5,194-55.9% | $10,885-78.9% |