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 | $158,398+4.1% | $126,539+30.3% | $142,382+15.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.12% | 593.76%-571.6pp | 425.95%-403.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $12,880 | $4,650+177.0% | $3,674+250.6% | $4,299+199.6% |
| Participant deferral / active EE | $24,450 | $4,767+412.9% | $4,083+498.9% | $6,507+275.7% |
| Admin fee / account holder | $1,103 | $6,918-84.1% | $6,065-81.8% | $12,624-91.3% |