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 | $34,419 | $159,901-78.5% | $146,958-76.6% | $145,922-76.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 37.35% | 98.13%-60.8pp | 418.34%-381.0pp | 561.29%-523.9pp |
| Employer contribution / active EE | $4,098 | $5,286-22.5% | $4,933-16.9% | $4,660-12.1% |
| Participant deferral / active EE | $10,250 | $8,428+21.6% | $8,070+27.0% | $6,688+53.3% |
| Admin fee / account holder | $402 | $15,044-97.3% | $12,998-96.9% | $13,397-97.0% |