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 | $76,417 | $72,071+6.0% | $68,368+11.8% | $137,256-44.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.91% | 353.14%-336.2pp | 292.57%-275.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,605 | $2,788+29.3% | $2,649+36.1% | $4,156-13.3% |
| Participant deferral / active EE | $18,445 | $4,410+318.2% | $4,123+347.4% | $6,407+187.9% |
| Admin fee / account holder | $1,379 | $5,336-74.1% | $5,150-73.2% | $12,270-88.8% |