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 | $70,544 | $65,409+7.9% | $98,442-28.3% | $85,850-17.8% |
| Participation rate | 93.3% | 65.0%+28.3pp | 73.3%+20.0pp | 69.3%+24.0pp |
| Annual return | 30.18% | 21.76%+8.4pp | 1492.73%-1462.5pp | 318.53%-288.4pp |
| Employer contribution / active EE | $4,803 | $2,168+121.6% | $2,960+62.3% | $2,565+87.2% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,855 | $4,593+27.5% | $5,949-1.6% | $6,260-6.5% |