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 | $43,535 | $115,770-62.4% | $101,248-57.0% | $158,922-72.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.20% | 56.14%-42.9pp | 46.47%-33.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $4,929 | $4,175+18.1% | $3,660+34.7% | $4,761+3.5% |
| Participant deferral / active EE | $4,929 | $4,957-0.6% | $4,370+12.8% | $5,982-17.6% |
| Admin fee / account holder | $549 | $7,245-92.4% | $5,945-90.8% | $11,246-95.1% |