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 6-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 | $122,000 | $78,672+55.1% | $109,143+11.8% | $85,850+42.1% |
| Participation rate | 83.9% | 68.3%+15.6pp | 75.9%+8.0pp | 69.3%+14.6pp |
| Annual return | 287.63% | 25.09%+262.5pp | 25.75%+261.9pp | 318.53%-30.9pp |
| Employer contribution / active EE | $10,530 | $2,735+285.0% | $3,722+182.9% | $2,565+310.5% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,554 | $5,469-35.0% | $6,752-47.4% | $6,260-43.2% |