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 | $164,832 | $149,040+10.6% | $120,225+37.1% | $137,256+20.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 22.12% | 605.68%-583.6pp | 439.23%-417.1pp | 220.34%-198.2pp |
| Employer contribution / active EE | $12,880 | $4,350+196.1% | $3,475+270.6% | $4,156+209.9% |
| Participant deferral / active EE | $24,450 | $4,655+425.3% | $3,999+511.4% | $6,407+281.6% |
| Admin fee / account holder | $1,103 | $6,348-82.6% | $5,696-80.6% | $12,270-91.0% |