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 4-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 | $54,875 | $159,901-65.7% | $146,958-62.7% | $145,922-62.4% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.6pp |
| Annual return | 14.07% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $10,986 | $5,286+107.8% | $4,933+122.7% | $4,660+135.8% |
| Participant deferral / active EE | $6,518 | $8,428-22.7% | $8,070-19.2% | $6,688-2.5% |
| Admin fee / account holder | $857 | $15,044-94.3% | $12,998-93.4% | $13,397-93.6% |