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 | $49,769 | $158,398-68.6% | $126,539-60.7% | $142,382-65.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.83% | 593.76%-576.9pp | 425.95%-409.1pp | 217.08%-200.2pp |
| Employer contribution / active EE | $15,241 | $4,650+227.8% | $3,674+314.8% | $4,299+254.5% |
| Participant deferral / active EE | $5,875 | $4,767+23.3% | $4,083+43.9% | $6,507-9.7% |
| Admin fee / account holder | $492 | $6,918-92.9% | $6,065-91.9% | $12,624-96.1% |