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 | $45,006 | $91,190-50.6% | $178,490-74.8% | $79,858-43.6% |
| Participation rate | 86.4% | 69.2%+17.2pp | 81.9%+4.4pp | 69.6%+16.7pp |
| Annual return | 44.65% | 24.19%+20.5pp | 151.07%-106.4pp | 31.71%+12.9pp |
| Employer contribution / active EE | $6,038 | $3,256+85.5% | $5,011+20.5% | $2,471+144.4% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,926 | $6,751-41.8% | $13,984-71.9% | $5,306-26.0% |