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 | $56,865 | $49,173+15.6% | $121,098-53.0% | $75,163-24.3% |
| Participation rate | 79.3% | 55.4%+23.9pp | 69.5%+9.8pp | 67.2%+12.1pp |
| Annual return | 109.22% | 55.99%+53.2pp | 985.75%-876.5pp | 160.62%-51.4pp |
| Employer contribution / active EE | $2,145 | $1,546+38.8% | $4,164-48.5% | $2,670-19.7% |
| Participant deferral / active EE | $3,828 | $2,628+45.7% | $4,080-6.2% | $4,125-7.2% |
| Admin fee / account holder | $11,205 | $3,942+184.3% | $5,644+98.5% | $5,651+98.3% |