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 | $87,143 | $70,669+23.3% | $169,368-48.5% | $75,163+15.9% |
| Participation rate | 96.9% | 64.8%+32.1pp | 77.1%+19.8pp | 67.2%+29.7pp |
| Annual return | 50.46% | 36.36%+14.1pp | 405.60%-355.1pp | 160.62%-110.2pp |
| Employer contribution / active EE | $4,940 | $2,211+123.5% | $4,013+23.1% | $2,670+85.0% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $6,221-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,449 | $5,402-73.2% | $9,003-83.9% | $5,651-74.4% |