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 8-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 | $125,448 | $99,957+25.5% | $149,696-16.2% | $73,488+70.7% |
| Participation rate | 83.3% | 75.7%+7.6pp | 82.5%+0.9pp | 70.7%+12.7pp |
| Annual return | 16.20% | 53.87%-37.7pp | 276.60%-260.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $6,850 | $3,191+114.7% | $4,644+47.5% | $2,270+201.8% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,501 | $551+717.4% | $9,309-51.6% | $513+777.3% |