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 5-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 | $144,252 | $202,432-28.7% | $169,368-14.8% | $139,434+3.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 39.96% | 531.74%-491.8pp | 405.60%-365.6pp | 372.94%-333.0pp |
| Employer contribution / active EE | $25,975 | $4,692+453.6% | $4,013+547.3% | $4,751+446.8% |
| Participant deferral / active EE | $15,918 | $6,938+129.4% | $6,221+155.9% | $6,710+137.2% |
| Admin fee / account holder | $646 | $10,708-94.0% | $9,003-92.8% | $11,403-94.3% |