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 | $246,043 | $114,381+115.1% | $107,525+128.8% | $142,382+72.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.44% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,780 | $4,015-55.7% | $3,754-52.6% | $4,299-58.6% |
| Participant deferral / active EE | $19,766 | $5,564+255.2% | $5,116+286.4% | $6,507+203.8% |
| Admin fee / account holder | $987 | $9,860-90.0% | $8,919-88.9% | $12,624-92.2% |