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 | $100,703 | $74,888+34.5% | $71,209+41.4% | $142,382-29.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.77% | 345.14%-322.4pp | 282.51%-259.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $6,750 | $2,854+136.5% | $2,721+148.1% | $4,299+57.0% |
| Participant deferral / active EE | $17,000 | $4,454+281.6% | $4,175+307.2% | $6,507+161.2% |
| Admin fee / account holder | $378 | $5,568-93.2% | $5,349-92.9% | $12,624-97.0% |