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 | $54,612 | $159,901-65.8% | $146,958-62.8% | $145,922-62.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 35.77% | 98.13%-62.4pp | 418.34%-382.6pp | 561.29%-525.5pp |
| Employer contribution / active EE | $6,840 | $5,286+29.4% | $4,933+38.7% | $4,660+46.8% |
| Participant deferral / active EE | $6,312 | $8,428-25.1% | $8,070-21.8% | $6,688-5.6% |
| Admin fee / account holder | $447 | $15,044-97.0% | $12,998-96.6% | $13,397-96.7% |