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 | $41,191 | $88,751-53.6% | $81,812-49.7% | $145,922-71.8% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 18.00% | 1025.40%-1007.4pp | 773.79%-755.8pp | 561.29%-543.3pp |
| Employer contribution / active EE | $7,470 | $3,083+142.3% | $2,912+156.5% | $4,660+60.3% |
| Participant deferral / active EE | $5,595 | $4,643+20.5% | $4,319+29.6% | $6,688-16.3% |
| Admin fee / account holder | $688 | $8,415-91.8% | $7,386-90.7% | $13,397-94.9% |