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 | $48,639 | $102,317-52.5% | $146,958-66.9% | $80,856-39.8% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.1pp | 67.6%+28.7pp |
| Annual return | 46.55% | 134.76%-88.2pp | 418.34%-371.8pp | 35.59%+11.0pp |
| Employer contribution / active EE | $6,949 | $3,713+87.2% | $4,933+40.9% | $2,755+152.3% |
| Participant deferral / active EE | $15,705 | $6,644+136.4% | $8,070+94.6% | $4,296+265.6% |
| Admin fee / account holder | $3,070 | $7,941-61.3% | $12,998-76.4% | $6,918-55.6% |