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 | $171,544 | $217,402-21.1% | $185,823-7.7% | $167,490+2.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.31% | 148.36%-133.0pp | 122.05%-106.7pp | 478.56%-463.2pp |
| Employer contribution / active EE | $10,437 | $5,873+77.7% | $5,167+102.0% | $4,837+115.8% |
| Participant deferral / active EE | $15,750 | $6,356+147.8% | $5,568+182.9% | $6,341+148.4% |
| Admin fee / account holder | $1,575 | $19,811-92.1% | $16,237-90.3% | $12,309-87.2% |