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 | $156,467 | $172,111-9.1% | $150,298+4.1% | $137,256+14.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.67% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $7,363 | $4,636+58.8% | $4,154+77.2% | $4,156+77.2% |
| Participant deferral / active EE | $23,001 | $6,166+273.0% | $5,453+321.8% | $6,407+259.0% |
| Admin fee / account holder | $3,000 | $16,471-81.8% | $14,116-78.7% | $12,270-75.6% |