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 | $134,529 | $202,432-33.5% | $169,368-20.6% | $139,434-3.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.65% | 531.74%-518.1pp | 405.60%-392.0pp | 372.94%-359.3pp |
| Employer contribution / active EE | $15,000 | $4,692+219.7% | $4,013+273.8% | $4,751+215.7% |
| Participant deferral / active EE | $30,000 | $6,938+332.4% | $6,221+382.2% | $6,710+347.1% |
| Admin fee / account holder | $719 | $10,708-93.3% | $9,003-92.0% | $11,403-93.7% |