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 | $153,558 | $209,336-26.6% | $197,124-22.1% | $137,256+11.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.47% | 48.09%-31.6pp | 44.34%-27.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $19,980 | $6,591+203.2% | $6,227+220.8% | $4,156+380.7% |
| Participant deferral / active EE | $30,000 | $9,614+212.0% | $9,135+228.4% | $6,407+368.3% |
| Admin fee / account holder | $1,301 | $17,308-92.5% | $16,298-92.0% | $12,270-89.4% |