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 6-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 | $76,305 | $72,071+5.9% | $68,368+11.6% | $137,256-44.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.63% | 353.14%-335.5pp | 292.57%-274.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $6,870 | $2,788+146.4% | $2,649+159.3% | $4,156+65.3% |
| Participant deferral / active EE | $7,880 | $4,410+78.7% | $4,123+91.1% | $6,407+23.0% |
| Admin fee / account holder | $1,089 | $5,336-79.6% | $5,150-78.9% | $12,270-91.1% |