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 | $25,299 | $148,534-83.0% | $135,903-81.4% | $139,434-81.9% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 550.43% | 79.19%+471.2pp | 68.23%+482.2pp | 372.94%+177.5pp |
| Employer contribution / active EE | $3,902 | $5,243-25.6% | $4,856-19.6% | $4,751-17.9% |
| Participant deferral / active EE | $6,121 | $8,100-24.4% | $7,758-21.1% | $6,710-8.8% |
| Admin fee / account holder | $441 | $12,400-96.4% | $10,762-95.9% | $11,403-96.1% |