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 4-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 | $175,763 | $88,672+98.2% | $105,223+67.0% | $82,448+113.2% |
| Participation rate | 97.5% | 67.9%+29.6pp | 75.0%+22.5pp | 68.1%+29.5pp |
| Annual return | 14.38% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $3,458 | $3,048+13.5% | $3,689-6.2% | $2,551+35.6% |
| Participant deferral / active EE | $7,484 | $4,036+85.4% | $5,072+47.6% | $4,139+80.8% |
| Admin fee / account holder | $20,258 | $7,146+183.5% | $8,859+128.7% | $7,234+180.0% |