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 | $229,317 | $81,460+181.5% | $103,333+121.9% | $80,856+183.6% |
| Participation rate | 95.3% | 66.8%+28.5pp | 74.5%+20.8pp | 67.6%+27.7pp |
| Annual return | 65.03% | 25.55%+39.5pp | 24.88%+40.1pp | 35.59%+29.4pp |
| Employer contribution / active EE | $18,217 | $3,105+486.7% | $3,868+371.0% | $2,755+561.3% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6,746 | $6,566+2.7% | $8,355-19.3% | $6,918-2.5% |