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 5-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 | $100,507 | $99,985+0.5% | $146,665-31.5% | $85,850+17.1% |
| Participation rate | 97.2% | 73.1%+24.2pp | 80.1%+17.2pp | 69.3%+27.9pp |
| Annual return | 100.72% | 18.93%+81.8pp | 22.74%+78.0pp | 318.53%-217.8pp |
| Employer contribution / active EE | $16,160 | $2,559+531.6% | $4,136+290.7% | $2,565+530.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,979 | $7,702-22.4% | $10,280-41.8% | $6,260-4.5% |