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 | $32,480 | $105,998-69.4% | $92,233-64.8% | $147,584-78.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.67% | 50.05%-37.4pp | 176.28%-163.6pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,931 | $4,333-55.4% | $3,679-47.5% | $4,876-60.4% |
| Participant deferral / active EE | $3,737 | $4,478-16.5% | $3,897-4.1% | $5,439-31.3% |
| Admin fee / account holder | $9,408 | $6,332+48.6% | $5,194+81.2% | $10,885-13.6% |