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 | $120,294 | $105,181+14.4% | $159,436-24.6% | $85,850+40.1% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.8%+14.0pp | 69.3%+27.5pp |
| Annual return | 127.35% | 45.07%+82.3pp | 263.57%-136.2pp | 318.53%-191.2pp |
| Employer contribution / active EE | $4,637 | $3,318+39.7% | $4,829-4.0% | $2,565+80.8% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,202 | $6,933-53.8% | $10,799-70.3% | $6,260-48.8% |