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 | $120,146 | $158,398-24.1% | $126,539-5.1% | $142,382-15.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.38% | 593.76%-574.4pp | 425.95%-406.6pp | 217.08%-197.7pp |
| Employer contribution / active EE | $13,125 | $4,650+182.3% | $3,674+257.2% | $4,299+205.3% |
| Participant deferral / active EE | $27,250 | $4,767+471.7% | $4,083+567.5% | $6,507+318.8% |
| Admin fee / account holder | $678 | $6,918-90.2% | $6,065-88.8% | $12,624-94.6% |