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 | $144,864 | $154,228-6.1% | $145,433-0.4% | $137,256+5.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.68% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $7,970 | $4,804+65.9% | $4,554+75.0% | $4,156+91.8% |
| Participant deferral / active EE | $18,922 | $8,216+130.3% | $7,897+139.6% | $6,407+195.3% |
| Admin fee / account holder | $634 | $14,344-95.6% | $13,129-95.2% | $12,270-94.8% |