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 | $143,073 | $158,398-9.7% | $126,539+13.1% | $142,382+0.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.67% | 593.76%-576.1pp | 425.95%-408.3pp | 217.08%-199.4pp |
| Employer contribution / active EE | $21,550 | $4,650+363.4% | $3,674+486.5% | $4,299+401.3% |
| Participant deferral / active EE | $23,440 | $4,767+391.7% | $4,083+474.1% | $6,507+260.2% |
| Admin fee / account holder | $317 | $6,918-95.4% | $6,065-94.8% | $12,624-97.5% |