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 4-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 | $114,732 | $102,382+12.1% | $147,005-22.0% | $80,874+41.9% |
| Participation rate | 85.3% | 75.8%+9.4pp | 82.2%+3.1pp | 67.6%+17.6pp |
| Annual return | 13.58% | 134.89%-121.3pp | 418.76%-405.2pp | 35.62%-22.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,057 | $6,646-8.9% | $8,070-24.9% | $4,297+41.0% |
| Admin fee / account holder | $346 | $7,942-95.6% | $13,006-97.3% | $6,935-95.0% |