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 | $97,887 | $159,901-38.8% | $146,958-33.4% | $145,922-32.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 16.50% | 98.13%-81.6pp | 418.34%-401.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $9,675 | $5,286+83.0% | $4,933+96.1% | $4,660+107.6% |
| Participant deferral / active EE | $21,057 | $8,428+149.8% | $8,070+160.9% | $6,688+214.9% |
| Admin fee / account holder | $1,476 | $15,044-90.2% | $12,998-88.6% | $13,397-89.0% |