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 | $17,721 | $105,998-83.3% | $92,233-80.8% | $147,584-88.0% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 18.41% | 50.05%-31.6pp | 176.28%-157.9pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,155 | $4,333-73.4% | $3,679-68.6% | $4,876-76.3% |
| Participant deferral / active EE | $6,358 | $4,478+42.0% | $3,897+63.2% | $5,439+16.9% |
| Admin fee / account holder | $721 | $6,332-88.6% | $5,194-86.1% | $10,885-93.4% |