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 | $35,259 | $105,998-66.7% | $92,233-61.8% | $147,584-76.1% |
| Participation rate | 94.4% | 80.4%+14.0pp | 76.5%+18.0pp | 82.8%+11.6pp |
| Annual return | 12.05% | 50.05%-38.0pp | 176.28%-164.2pp | 578.55%-566.5pp |
| Employer contribution / active EE | $4,818 | $4,333+11.2% | $3,679+31.0% | $4,876-1.2% |
| Participant deferral / active EE | $2,124 | $4,478-52.6% | $3,897-45.5% | $5,439-61.0% |
| Admin fee / account holder | $3,116 | $6,332-50.8% | $5,194-40.0% | $10,885-71.4% |