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 | $43,758 | $105,998-58.7% | $92,233-52.6% | $147,584-70.4% |
| Participation rate | 82.6% | 80.4%+2.2pp | 76.5%+6.1pp | 82.8%-0.2pp |
| Annual return | 16.54% | 50.05%-33.5pp | 176.28%-159.7pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,998 | $4,333-53.9% | $3,679-45.7% | $4,876-59.0% |
| Participant deferral / active EE | $2,455 | $4,478-45.2% | $3,897-37.0% | $5,439-54.9% |
| Admin fee / account holder | $2,472 | $6,332-61.0% | $5,194-52.4% | $10,885-77.3% |