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 | $237,134 | $238,490-0.6% | $180,183+31.6% | $142,382+66.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 19.69% | 33.56%-13.9pp | 27.86%-8.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $24,041 | $6,143+291.4% | $5,039+377.1% | $4,299+459.2% |
| Participant deferral / active EE | $30,623 | $7,996+283.0% | $6,822+348.9% | $6,507+370.6% |
| Admin fee / account holder | $123,493 | $28,866+327.8% | $19,975+518.2% | $12,624+878.3% |