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 | $147,997 | $158,398-6.6% | $126,539+17.0% | $142,382+3.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.57% | 593.76%-581.2pp | 425.95%-413.4pp | 217.08%-204.5pp |
| Employer contribution / active EE | $6,000 | $4,650+29.0% | $3,674+63.3% | $4,299+39.6% |
| Participant deferral / active EE | $34,750 | $4,767+629.0% | $4,083+751.2% | $6,507+434.0% |
| Admin fee / account holder | $5,342 | $6,918-22.8% | $6,065-11.9% | $12,624-57.7% |