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 | $41,568 | $209,832-80.2% | $189,513-78.1% | $167,490-75.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 204.19% | 748.27%-544.1pp | 555.15%-351.0pp | 478.56%-274.4pp |
| Employer contribution / active EE | $5,453 | $6,914-21.1% | $6,162-11.5% | $4,837+12.7% |
| Participant deferral / active EE | $13,000 | $8,935+45.5% | $8,221+58.1% | $6,341+105.0% |
| Admin fee / account holder | $347 | $14,293-97.6% | $12,045-97.1% | $12,309-97.2% |