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 | $57,443 | $105,998-45.8% | $92,233-37.7% | $147,584-61.1% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 20.17% | 50.05%-29.9pp | 176.28%-156.1pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,281 | $4,333-47.4% | $3,679-38.0% | $4,876-53.2% |
| Participant deferral / active EE | $8,321 | $4,478+85.8% | $3,897+113.5% | $5,439+53.0% |
| Admin fee / account holder | $123,301 | $6,332+1847.2% | $5,194+2274.1% | $10,885+1032.7% |