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 3-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 | $178,262 | $159,602+11.7% | $150,045+18.8% | $142,382+25.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.18% | 70.24%-41.1pp | 62.55%-33.4pp | 217.08%-187.9pp |
| Employer contribution / active EE | $30,000 | $4,961+504.8% | $4,693+539.2% | $4,299+597.8% |
| Participant deferral / active EE | $33,542 | $8,310+303.6% | $7,997+319.4% | $6,507+415.5% |
| Admin fee / account holder | $732 | $14,846-95.1% | $13,435-94.6% | $12,624-94.2% |