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 | $179,599 | $73,933+142.9% | $96,683+85.8% | $75,163+138.9% |
| Participation rate | 88.7% | 66.4%+22.3pp | 74.3%+14.3pp | 67.2%+21.5pp |
| Annual return | 19.76% | 26.70%-6.9pp | 35.69%-15.9pp | 160.62%-140.9pp |
| Employer contribution / active EE | $11,585 | $2,928+295.7% | $3,737+210.0% | $2,670+333.9% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $8,906 | $5,216+70.7% | $6,730+32.3% | $5,651+57.6% |