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 | $51,564 | $159,901-67.8% | $146,958-64.9% | $145,922-64.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.61% | 98.13%-81.5pp | 418.34%-401.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $3,167 | $5,286-40.1% | $4,933-35.8% | $4,660-32.0% |
| Participant deferral / active EE | $17,813 | $8,428+111.3% | $8,070+120.7% | $6,688+166.4% |
| Admin fee / account holder | $413 | $15,044-97.3% | $12,998-96.8% | $13,397-96.9% |