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 | $155,819 | $111,535+39.7% | $105,223+48.1% | $137,256+13.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.53% | 237.85%-218.3pp | 180.65%-161.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,005 | $3,939-23.7% | $3,689-18.5% | $4,156-27.7% |
| Participant deferral / active EE | $10,513 | $5,500+91.2% | $5,072+107.3% | $6,407+64.1% |
| Admin fee / account holder | $397 | $9,721-95.9% | $8,859-95.5% | $12,270-96.8% |