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 8-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 | $99,896 | $79,171+26.2% | $102,423-2.5% | $74,495+34.1% |
| Participation rate | 91.2% | 74.8%+16.4pp | 76.5%+14.7pp | 67.2%+24.0pp |
| Annual return | 13.21% | 54.93%-41.7pp | 29.32%-16.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $3,810 | $2,362+61.3% | $3,023+26.0% | $2,623+45.3% |
| Participant deferral / active EE | $4,787 | $4,415+8.4% | $5,053-5.3% | $4,346+10.2% |
| Admin fee / account holder | $14,465 | $2,001+623.0% | $9,451+53.1% | $1,942+644.9% |