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 | $52,188 | $148,534-64.9% | $135,903-61.6% | $139,434-62.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 46.40% | 79.19%-32.8pp | 68.23%-21.8pp | 372.94%-326.5pp |
| Employer contribution / active EE | $13,395 | $5,243+155.5% | $4,856+175.8% | $4,751+181.9% |
| Participant deferral / active EE | $16,970 | $8,100+109.5% | $7,758+118.8% | $6,710+152.9% |
| Admin fee / account holder | $1,729 | $12,400-86.1% | $10,762-83.9% | $11,403-84.8% |