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 | $144,713 | $85,022+70.2% | $70,515+105.2% | $139,434+3.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 25.77% | 30.38%-4.6pp | 32.77%-7.0pp | 372.94%-347.2pp |
| Employer contribution / active EE | $60,250 | $3,909+1441.3% | $2,973+1926.3% | $4,751+1168.2% |
| Participant deferral / active EE | $24,231 | $5,890+311.4% | $4,567+430.6% | $6,710+261.1% |
| Admin fee / account holder | $1,424 | $8,906-84.0% | $6,412-77.8% | $11,403-87.5% |