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 | $96,586 | $80,812+19.5% | $160,784-39.9% | $82,448+17.1% |
| Participation rate | 92.8% | 66.2%+26.5pp | 77.0%+15.8pp | 68.1%+24.7pp |
| Annual return | 25.96% | 100.59%-74.6pp | 1803.92%-1778.0pp | 41.64%-15.7pp |
| Employer contribution / active EE | $3,775 | $2,174+73.7% | $3,733+1.1% | $2,551+48.0% |
| Participant deferral / active EE | $10,381 | $4,335+139.5% | $6,293+65.0% | $4,139+150.8% |
| Admin fee / account holder | $8,489 | $7,695+10.3% | $9,717-12.6% | $7,234+17.3% |