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 | $36,824 | $105,998-65.3% | $92,233-60.1% | $147,584-75.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 50.70% | 50.05%+0.7pp | 176.28%-125.6pp | 578.55%-527.8pp |
| Employer contribution / active EE | $2,395 | $4,333-44.7% | $3,679-34.9% | $4,876-50.9% |
| Participant deferral / active EE | $5,536 | $4,478+23.6% | $3,897+42.1% | $5,439+1.8% |
| Admin fee / account holder | $1,078 | $6,332-83.0% | $5,194-79.2% | $10,885-90.1% |