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 | $78,821 | $57,541+37.0% | $95,745-17.7% | $75,163+4.9% |
| Participation rate | 92.0% | 62.5%+29.5pp | 72.3%+19.7pp | 67.2%+24.8pp |
| Annual return | 91.76% | 34.93%+56.8pp | 28.35%+63.4pp | 160.62%-68.9pp |
| Employer contribution / active EE | $7,409 | $1,808+309.9% | $2,835+161.4% | $2,670+177.5% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,245-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,196 | $4,099+2.4% | $5,678-26.1% | $5,651-25.7% |