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 | $104,927 | $106,890-1.8% | $84,015+24.9% | $152,861-31.4% |
| Participation rate | 84.6% | 75.2%+9.4pp | 69.0%+15.6pp | 82.4%+2.2pp |
| Annual return | 23.34% | 104.99%-81.6pp | 71.31%-48.0pp | 345.32%-322.0pp |
| Employer contribution / active EE | $3,422 | $2,734+25.2% | $1,983+72.5% | $4,762-28.1% |
| Participant deferral / active EE | $7,266 | $4,011+81.1% | $3,239+124.4% | $5,850+24.2% |
| Admin fee / account holder | $9,484 | $8,285+14.5% | $6,101+55.5% | $11,596-18.2% |