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 10-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 | $132,889 | $106,890+24.3% | $84,015+58.2% | $152,861-13.1% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 18.52% | 104.99%-86.5pp | 71.31%-52.8pp | 345.32%-326.8pp |
| Employer contribution / active EE | $3,333 | $2,734+21.9% | $1,983+68.1% | $4,762-30.0% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $7,051 | $8,285-14.9% | $6,101+15.6% | $11,596-39.2% |