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 6-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 | $120,204 | $70,428+70.7% | $96,562+24.5% | $85,850+40.0% |
| Participation rate | 82.4% | 61.8%+20.5pp | 69.8%+12.5pp | 69.3%+13.0pp |
| Annual return | 64.55% | 18.59%+46.0pp | 37.78%+26.8pp | 318.53%-254.0pp |
| Employer contribution / active EE | $2,982 | $1,413+111.1% | $2,356+26.6% | $2,565+16.3% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,042 | $4,997-39.1% | $6,181-50.8% | $6,260-51.4% |