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 | $63,870 | $110,257-42.1% | $96,544-33.8% | $139,434-54.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 347.93% | 26.32%+321.6pp | 25.84%+322.1pp | 372.94%-25.0pp |
| Employer contribution / active EE | $26,174 | $3,620+623.1% | $2,965+782.8% | $4,751+450.9% |
| Participant deferral / active EE | $16,000 | $5,548+188.4% | $4,851+229.8% | $6,710+138.4% |
| Admin fee / account holder | $539 | $11,591-95.4% | $8,252-93.5% | $11,403-95.3% |