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 | $151,042 | $73,933+104.3% | $96,683+56.2% | $75,163+101.0% |
| Participation rate | 95.8% | 66.4%+29.4pp | 74.3%+21.5pp | 67.2%+28.6pp |
| Annual return | 94.16% | 26.70%+67.5pp | 35.69%+58.5pp | 160.62%-66.5pp |
| Employer contribution / active EE | $22,175 | $2,928+657.4% | $3,737+493.4% | $2,670+730.6% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $8,403 | $5,216+61.1% | $6,730+24.9% | $5,651+48.7% |