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 | $97,789 | $180,749-45.9% | $160,784-39.2% | $137,256-28.8% |
| Participation rate | 91.7% | 80.0%+11.7pp | 77.0%+14.7pp | 80.0%+11.7pp |
| Annual return | 38.91% | 2234.46%-2195.6pp | 1803.92%-1765.0pp | 220.34%-181.4pp |
| Employer contribution / active EE | $6,909 | $4,155+66.3% | $3,733+85.1% | $4,156+66.2% |
| Participant deferral / active EE | $14,204 | $6,844+107.5% | $6,293+125.7% | $6,407+121.7% |
| Admin fee / account holder | $1,689 | $10,397-83.8% | $9,717-82.6% | $12,270-86.2% |