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 6-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 | $162,646 | $72,277+125.0% | $101,248+60.6% | $79,858+103.7% |
| Participation rate | 82.7% | 68.5%+14.2pp | 75.8%+6.9pp | 69.6%+13.1pp |
| Annual return | 65.27% | 22.30%+43.0pp | 46.47%+18.8pp | 31.71%+33.6pp |
| Employer contribution / active EE | $2,902 | $2,692+7.8% | $3,660-20.7% | $2,471+17.4% |
| Participant deferral / active EE | $6,216 | $3,282+89.4% | $4,370+42.2% | $3,740+66.2% |
| Admin fee / account holder | $714 | $4,400-83.8% | $5,945-88.0% | $5,306-86.5% |