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 | $37,543 | $105,998-64.6% | $92,233-59.3% | $147,584-74.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.47% | 50.05%-29.6pp | 176.28%-155.8pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,055 | $4,333-52.6% | $3,679-44.2% | $4,876-57.9% |
| Participant deferral / active EE | $4,422 | $4,478-1.3% | $3,897+13.5% | $5,439-18.7% |
| Admin fee / account holder | $2,912 | $6,332-54.0% | $5,194-43.9% | $10,885-73.2% |