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 5-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 | $73,013 | $57,281+27.5% | $86,612-15.7% | $75,163-2.9% |
| Participation rate | 96.0% | 63.2%+32.8pp | 71.7%+24.3pp | 67.2%+28.8pp |
| Annual return | 254.33% | 2670.75%-2416.4pp | 591.07%-336.7pp | 160.62%+93.7pp |
| Employer contribution / active EE | $6,371 | $2,314+175.3% | $3,022+110.8% | $2,670+138.6% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,434 | $4,112-65.1% | $5,614-74.5% | $5,651-74.6% |