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 | $69,070 | $158,398-56.4% | $126,539-45.4% | $142,382-51.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.65% | 593.76%-576.1pp | 425.95%-408.3pp | 217.08%-199.4pp |
| Employer contribution / active EE | $6,965 | $4,650+49.8% | $3,674+89.6% | $4,299+62.0% |
| Participant deferral / active EE | $32,151 | $4,767+574.5% | $4,083+687.5% | $6,507+394.1% |
| Admin fee / account holder | $26,277 | $6,918+279.8% | $6,065+333.3% | $12,624+108.2% |