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 | $97,881 | $57,354+70.7% | $83,848+16.7% | $64,186+52.5% |
| Participation rate | 98.8% | 68.6%+30.2pp | 76.1%+22.6pp | 69.6%+29.2pp |
| Annual return | 92.30% | 11.38%+80.9pp | 850.88%-758.6pp | 7.63%+84.7pp |
| Employer contribution / active EE | $3,049 | $2,545+19.8% | $3,631-16.0% | $2,381+28.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,359 | $4,046-66.4% | $5,478-75.2% | $4,888-72.2% |