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 | $54,845 | $105,998-48.3% | $92,233-40.5% | $147,584-62.8% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 15.18% | 50.05%-34.9pp | 176.28%-161.1pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,076 | $4,333-52.1% | $3,679-43.6% | $4,876-57.4% |
| Participant deferral / active EE | $4,685 | $4,478+4.6% | $3,897+20.2% | $5,439-13.9% |
| Admin fee / account holder | $467 | $6,332-92.6% | $5,194-91.0% | $10,885-95.7% |