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 9-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 | $72,584 | $77,813-6.7% | $123,544-41.2% | $64,186+13.1% |
| Participation rate | 95.2% | 74.7%+20.5pp | 82.3%+12.9pp | 69.6%+25.6pp |
| Annual return | 330.37% | 12.48%+317.9pp | 119.20%+211.2pp | 7.63%+322.7pp |
| Employer contribution / active EE | $5,323 | $3,014+76.6% | $4,628+15.0% | $2,381+123.6% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,956 | $5,519-64.6% | $9,284-78.9% | $4,888-60.0% |