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 | $173,438 | $159,602+8.7% | $150,045+15.6% | $142,382+21.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 135.60% | 70.24%+65.4pp | 62.55%+73.1pp | 217.08%-81.5pp |
| Employer contribution / active EE | $20,000 | $4,961+303.2% | $4,693+326.2% | $4,299+365.2% |
| Participant deferral / active EE | $27,250 | $8,310+227.9% | $7,997+240.7% | $6,507+318.8% |
| Admin fee / account holder | $127,604 | $14,846+759.5% | $13,435+849.8% | $12,624+910.8% |