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 | $19,003 | $96,305-80.3% | $80,569-76.4% | $139,434-86.4% |
| Participation rate | 91.7% | 73.6%+18.0pp | 67.0%+24.7pp | 80.3%+11.3pp |
| Annual return | 29.81% | 1350.08%-1320.3pp | 935.43%-905.6pp | 372.94%-343.1pp |
| Employer contribution / active EE | $3,525 | $3,262+8.1% | $2,723+29.4% | $4,751-25.8% |
| Participant deferral / active EE | $6,060 | $5,232+15.8% | $4,447+36.3% | $6,710-9.7% |
| Admin fee / account holder | $454 | $6,599-93.1% | $5,377-91.6% | $11,403-96.0% |