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 | $130,030 | $77,314+68.2% | $177,989-26.9% | $80,856+60.8% |
| Participation rate | 96.9% | 65.7%+31.2pp | 77.1%+19.8pp | 67.6%+29.3pp |
| Annual return | 38.94% | 18.09%+20.9pp | 294.48%-255.5pp | 35.59%+3.3pp |
| Employer contribution / active EE | $12,808 | $2,292+458.8% | $3,949+224.4% | $2,755+364.9% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $6,276-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,385 | $7,191-80.7% | $10,363-86.6% | $6,918-80.0% |