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 6-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 | $71,699 | $210,648-66.0% | $177,989-59.7% | $145,922-50.9% |
| Participation rate | 84.6% | 80.8%+3.9pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 23.09% | 385.86%-362.8pp | 294.48%-271.4pp | 561.29%-538.2pp |
| Employer contribution / active EE | $10,100 | $4,565+121.3% | $3,949+155.8% | $4,660+116.7% |
| Participant deferral / active EE | $20,525 | $6,958+195.0% | $6,276+227.0% | $6,688+206.9% |
| Admin fee / account holder | $16,062 | $12,013+33.7% | $10,363+55.0% | $13,397+19.9% |