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 | $58,084 | $159,901-63.7% | $146,958-60.5% | $145,922-60.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 51.02% | 98.13%-47.1pp | 418.34%-367.3pp | 561.29%-510.3pp |
| Employer contribution / active EE | $6,798 | $5,286+28.6% | $4,933+37.8% | $4,660+45.9% |
| Participant deferral / active EE | $9,633 | $8,428+14.3% | $8,070+19.4% | $6,688+44.0% |
| Admin fee / account holder | $568 | $15,044-96.2% | $12,998-95.6% | $13,397-95.8% |