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 | $107,573 | $102,317+5.1% | $146,958-26.8% | $80,856+33.0% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.2%+5.8pp | 67.6%+20.4pp |
| Annual return | 71.30% | 134.76%-63.5pp | 418.34%-347.0pp | 35.59%+35.7pp |
| Employer contribution / active EE | $2,148 | $3,713-42.1% | $4,933-56.5% | $2,755-22.0% |
| Participant deferral / active EE | $7,251 | $6,644+9.1% | $8,070-10.1% | $4,296+68.8% |
| Admin fee / account holder | $498 | $7,941-93.7% | $12,998-96.2% | $6,918-92.8% |