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 7-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 | $135,634 | $65,365+107.5% | $92,893+46.0% | $72,985+85.8% |
| Participation rate | 97.8% | 68.3%+29.5pp | 76.0%+21.8pp | 69.5%+28.3pp |
| Annual return | 79.88% | 42.10%+37.8pp | 109.41%-29.5pp | 81.00%-1.1pp |
| Employer contribution / active EE | $12,551 | $2,594+383.8% | $3,653+243.6% | $2,440+414.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $7,157 | $4,251+68.4% | $5,794+23.5% | $5,124+39.7% |