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 | $56,593 | $105,998-46.6% | $92,233-38.6% | $147,584-61.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.13% | 50.05%-31.9pp | 176.28%-158.1pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,997 | $4,333-30.8% | $3,679-18.6% | $4,876-38.5% |
| Participant deferral / active EE | $4,686 | $4,478+4.6% | $3,897+20.3% | $5,439-13.8% |
| Admin fee / account holder | $869 | $6,332-86.3% | $5,194-83.3% | $10,885-92.0% |