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 | $239,571-1.0% | $183,328+29.3% | $137,256+72.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 19.69% | 35.69%-16.0pp | 29.67%-10.0pp | 220.34%-200.6pp |
| Employer contribution / active EE | $24,041 | $6,148+291.1% | $5,055+375.6% | $4,156+478.5% |
| Participant deferral / active EE | $30,623 | $7,995+283.0% | $6,795+350.7% | $6,407+378.0% |
| Admin fee / account holder | $123,493 | $30,059+310.8% | $21,427+476.3% | $12,270+906.4% |