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 3-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 | $192,302 | $109,881+75.0% | $150,045+28.2% | $84,808+126.8% |
| Participation rate | 98.0% | 76.1%+21.9pp | 82.3%+15.6pp | 68.3%+29.6pp |
| Annual return | 46.75% | 28.25%+18.5pp | 62.55%-15.8pp | 40.90%+5.9pp |
| Employer contribution / active EE | $10,093 | $3,561+183.4% | $4,693+115.1% | $2,631+283.6% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,628 | $8,568-22.6% | $13,435-50.7% | $7,344-9.7% |