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 | $95,481 | $171,865-44.4% | $149,718-36.2% | $147,584-35.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.29% | 2113.22%-2096.9pp | 1501.63%-1485.3pp | 578.55%-562.3pp |
| Employer contribution / active EE | $15,178 | $6,275+141.9% | $5,445+178.8% | $4,876+211.3% |
| Participant deferral / active EE | $14,618 | $7,271+101.1% | $6,569+122.5% | $5,439+168.8% |
| Admin fee / account holder | $1,060 | $13,799-92.3% | $11,283-90.6% | $10,885-90.3% |