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 | $35,855 | $183,519-80.5% | $155,509-76.9% | $145,922-75.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.76% | 61.17%-43.4pp | 64.67%-46.9pp | 561.29%-543.5pp |
| Employer contribution / active EE | $7,606 | $5,313+43.2% | $4,672+62.8% | $4,660+63.2% |
| Participant deferral / active EE | $4,067 | $6,462-37.1% | $5,626-27.7% | $6,688-39.2% |
| Admin fee / account holder | $5,395 | $19,313-72.1% | $15,912-66.1% | $13,397-59.7% |