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 | $131,999 | $106,890+23.5% | $84,015+57.1% | $152,861-13.6% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 22.88% | 104.99%-82.1pp | 71.31%-48.4pp | 345.32%-322.4pp |
| Employer contribution / active EE | $3,091 | $2,734+13.0% | $1,983+55.8% | $4,762-35.1% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,407 | $8,285-70.9% | $6,101-60.5% | $11,596-79.2% |