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 | $116,940 | $158,398-26.2% | $126,539-7.6% | $142,382-17.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.57% | 593.76%-578.2pp | 425.95%-410.4pp | 217.08%-201.5pp |
| Employer contribution / active EE | $30,614 | $4,650+558.4% | $3,674+733.3% | $4,299+612.1% |
| Participant deferral / active EE | $23,500 | $4,767+393.0% | $4,083+475.6% | $6,507+261.1% |
| Admin fee / account holder | $1,137 | $6,918-83.6% | $6,065-81.3% | $12,624-91.0% |