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 10-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 | $133,328 | $63,346+110.5% | $92,233+44.6% | $70,131+90.1% |
| Participation rate | 98.3% | 68.7%+29.6pp | 76.5%+21.8pp | 69.5%+28.7pp |
| Annual return | 23.67% | 530.12%-506.4pp | 176.28%-152.6pp | 73.14%-49.5pp |
| Employer contribution / active EE | $12,552 | $2,471+407.9% | $3,679+241.1% | $2,342+435.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,024 | $3,840-21.3% | $5,194-41.8% | $4,645-34.9% |