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 | $38,561 | $105,998-63.6% | $92,233-58.2% | $147,584-73.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.35% | 50.05%-27.7pp | 176.28%-153.9pp | 578.55%-556.2pp |
| Employer contribution / active EE | $3,222 | $4,333-25.7% | $3,679-12.4% | $4,876-33.9% |
| Participant deferral / active EE | $1,905 | $4,478-57.5% | $3,897-51.1% | $5,439-65.0% |
| Admin fee / account holder | $7,212 | $6,332+13.9% | $5,194+38.9% | $10,885-33.7% |