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 | $56,152 | $65,390-14.1% | $169,368-66.8% | $71,457-21.4% |
| Participation rate | 90.2% | 67.0%+23.2pp | 77.1%+13.1pp | 67.9%+22.3pp |
| Annual return | 135.42% | 21.31%+114.1pp | 405.60%-270.2pp | 28.85%+106.6pp |
| Employer contribution / active EE | $12,401 | $2,079+496.5% | $4,013+209.0% | $2,588+379.2% |
| Participant deferral / active EE | $0 | $4,367-100.0% | $6,221-100.0% | $4,289-100.0% |
| Admin fee / account holder | $4,769 | $1,324+260.1% | $9,003-47.0% | $1,587+200.5% |