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 3-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 | $95,347 | $201,272-52.6% | $184,203-48.2% | $145,922-34.7% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 236.62% | 29.00%+207.6pp | 28.81%+207.8pp | 561.29%-324.7pp |
| Employer contribution / active EE | $3,721 | $7,022-47.0% | $6,427-42.1% | $4,660-20.1% |
| Participant deferral / active EE | $15,210 | $9,806+55.1% | $9,131+66.6% | $6,688+127.4% |
| Admin fee / account holder | $501 | $16,364-96.9% | $13,901-96.4% | $13,397-96.3% |