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 | $160,785 | $114,381+40.6% | $107,525+49.5% | $142,382+12.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.76% | 242.71%-222.9pp | 181.32%-161.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $13,780 | $4,015+243.2% | $3,754+267.1% | $4,299+220.5% |
| Participant deferral / active EE | $23,060 | $5,564+314.4% | $5,116+350.8% | $6,507+254.4% |
| Admin fee / account holder | $719 | $9,860-92.7% | $8,919-91.9% | $12,624-94.3% |