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 | $37,439 | $105,998-64.7% | $92,233-59.4% | $147,584-74.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.36% | 50.05%-33.7pp | 176.28%-159.9pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,709 | $4,333-37.5% | $3,679-26.4% | $4,876-44.4% |
| Participant deferral / active EE | $8,987 | $4,478+100.7% | $3,897+130.6% | $5,439+65.2% |
| Admin fee / account holder | $2,202 | $6,332-65.2% | $5,194-57.6% | $10,885-79.8% |