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 | $102,382+5.1% | $147,005-26.8% | $80,874+33.0% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.2%+5.8pp | 67.6%+20.4pp |
| Annual return | 71.30% | 134.89%-63.6pp | 418.76%-347.5pp | 35.62%+35.7pp |
| Employer contribution / active EE | $2,148 | $3,715-42.2% | $4,934-56.5% | $2,756-22.0% |
| Participant deferral / active EE | $7,251 | $6,646+9.1% | $8,070-10.1% | $4,297+68.7% |
| Admin fee / account holder | $498 | $7,942-93.7% | $13,006-96.2% | $6,935-92.8% |