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 | $146,503 | $89,753+63.2% | $107,525+36.3% | $84,808+72.7% |
| Participation rate | 95.8% | 68.1%+27.7pp | 75.1%+20.7pp | 68.3%+27.5pp |
| Annual return | 14.99% | 29.48%-14.5pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $10,381 | $3,113+233.4% | $3,754+176.6% | $2,631+294.5% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,785 | $7,222-6.0% | $8,919-23.9% | $7,344-7.6% |