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 | $65,060 | $64,707+0.5% | $112,228-42.0% | $68,494-5.0% |
| Participation rate | 97.2% | 67.2%+30.1pp | 75.1%+22.2pp | 67.9%+29.3pp |
| Annual return | 131.66% | -11.40%+143.1pp | 27.45%+104.2pp | -7.84%+139.5pp |
| Employer contribution / active EE | $15,854 | $2,746+477.4% | $3,635+336.2% | $2,596+510.7% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,565 | $5,232+6.4% | $6,410-13.2% | $5,403+3.0% |