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 | $48,086 | $105,998-54.6% | $92,233-47.9% | $147,584-67.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.36% | 50.05%-34.7pp | 176.28%-160.9pp | 578.55%-563.2pp |
| Employer contribution / active EE | $5,222 | $4,333+20.5% | $3,679+41.9% | $4,876+7.1% |
| Participant deferral / active EE | $2,842 | $4,478-36.5% | $3,897-27.1% | $5,439-47.8% |
| Admin fee / account holder | $340 | $6,332-94.6% | $5,194-93.5% | $10,885-96.9% |