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 | $101,023 | $102,317-1.3% | $146,958-31.3% | $80,856+24.9% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 25.30% | 134.76%-109.5pp | 418.34%-393.0pp | 35.59%-10.3pp |
| Employer contribution / active EE | $7,953 | $3,713+114.2% | $4,933+61.2% | $2,755+188.7% |
| Participant deferral / active EE | $5,209 | $6,644-21.6% | $8,070-35.5% | $4,296+21.3% |
| Admin fee / account holder | $2,500 | $7,941-68.5% | $12,998-80.8% | $6,918-63.9% |