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 | $89,355 | $74,888+19.3% | $71,209+25.5% | $142,382-37.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.48% | 345.14%-320.7pp | 282.51%-258.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $19,534 | $2,854+584.4% | $2,721+617.9% | $4,299+354.4% |
| Participant deferral / active EE | $10,977 | $4,454+146.4% | $4,175+162.9% | $6,507+68.7% |
| Admin fee / account holder | $1,145 | $5,568-79.4% | $5,349-78.6% | $12,624-90.9% |