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 | $175,302 | $209,336-16.3% | $197,124-11.1% | $137,256+27.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.32% | 48.09%-27.8pp | 44.34%-24.0pp | 220.34%-200.0pp |
| Employer contribution / active EE | $9,163 | $6,591+39.0% | $6,227+47.1% | $4,156+120.5% |
| Participant deferral / active EE | $27,250 | $9,614+183.4% | $9,135+198.3% | $6,407+325.3% |
| Admin fee / account holder | $346 | $17,308-98.0% | $16,298-97.9% | $12,270-97.2% |