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 5-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 | $177,980 | $100,970+76.3% | $96,576+84.3% | $137,256+29.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.13% | 38.16%-16.0pp | 38.47%-16.3pp | 220.34%-198.2pp |
| Employer contribution / active EE | $9,500 | $3,809+149.4% | $3,553+167.4% | $4,156+128.6% |
| Participant deferral / active EE | $24,443 | $8,286+195.0% | $7,956+207.2% | $6,407+281.5% |
| Admin fee / account holder | $366 | $11,312-96.8% | $11,381-96.8% | $12,270-97.0% |