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 | $66,419 | $138,044-51.9% | $125,339-47.0% | $134,475-50.6% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | 1551.21% | 750.33%+800.9pp | 572.05%+979.2pp | 417.96%+1133.2pp |
| Employer contribution / active EE | $4,414 | $5,243-15.8% | $4,814-8.3% | $4,740-6.9% |
| Participant deferral / active EE | $13,184 | $7,799+69.1% | $7,446+77.1% | $6,400+106.0% |
| Admin fee / account holder | $2,881 | $11,571-75.1% | $10,010-71.2% | $11,426-74.8% |