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 | $48,024 | $49,173-2.3% | $121,098-60.3% | $75,163-36.1% |
| Participation rate | 98.7% | 55.4%+43.3pp | 69.5%+29.2pp | 67.2%+31.5pp |
| Annual return | 17.03% | 55.99%-39.0pp | 985.75%-968.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,956 | $1,546+91.2% | $4,164-29.0% | $2,670+10.7% |
| Participant deferral / active EE | $3,316 | $2,628+26.2% | $4,080-18.7% | $4,125-19.6% |
| Admin fee / account holder | $6,523 | $3,942+65.5% | $5,644+15.6% | $5,651+15.4% |