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 | $121,816 | $65,561+85.8% | $86,188+41.3% | $75,163+62.1% |
| Participation rate | 80.4% | 60.5%+19.9pp | 69.0%+11.4pp | 67.2%+13.2pp |
| Annual return | 14.67% | 46.05%-31.4pp | 1168.45%-1153.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $3,386 | $1,553+118.1% | $2,380+42.2% | $2,670+26.8% |
| Participant deferral / active EE | $6,491 | $3,024+114.7% | $3,985+62.9% | $4,125+57.4% |
| Admin fee / account holder | $27,981 | $5,474+411.2% | $6,852+308.4% | $5,651+395.2% |