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 3-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 | $104,717 | $158,398-33.9% | $126,539-17.2% | $142,382-26.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.58% | 593.76%-572.2pp | 425.95%-404.4pp | 217.08%-195.5pp |
| Employer contribution / active EE | $36,870 | $4,650+692.9% | $3,674+903.5% | $4,299+757.6% |
| Participant deferral / active EE | $15,540 | $4,767+226.0% | $4,083+280.6% | $6,507+138.8% |
| Admin fee / account holder | $465 | $6,918-93.3% | $6,065-92.3% | $12,624-96.3% |