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 9-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 | $112,914 | $70,428+60.3% | $96,562+16.9% | $85,850+31.5% |
| Participation rate | 87.5% | 61.8%+25.7pp | 69.8%+17.7pp | 69.3%+18.2pp |
| Annual return | 16.82% | 18.59%-1.8pp | 37.78%-21.0pp | 318.53%-301.7pp |
| Employer contribution / active EE | $4,536 | $1,413+221.1% | $2,356+92.5% | $2,565+76.8% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $40,999 | $4,997+720.5% | $6,181+563.3% | $6,260+554.9% |