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 | $156,750 | $161,352-2.9% | $134,172+16.8% | $137,256+14.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 25.30% | 28.72%-3.4pp | 25.30%0pp | 220.34%-195.0pp |
| Employer contribution / active EE | $34,750 | $4,099+747.8% | $3,420+916.1% | $4,156+736.1% |
| Participant deferral / active EE | $11,750 | $5,552+111.6% | $4,690+150.5% | $6,407+83.4% |
| Admin fee / account holder | $848 | $15,028-94.4% | $12,016-92.9% | $12,270-93.1% |