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 8-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 | $205,140 | $65,365+213.8% | $92,893+120.8% | $72,985+181.1% |
| Participation rate | 92.9% | 68.3%+24.5pp | 76.0%+16.9pp | 69.5%+23.4pp |
| Annual return | 275.81% | 42.10%+233.7pp | 109.41%+166.4pp | 81.00%+194.8pp |
| Employer contribution / active EE | $18,616 | $2,594+617.6% | $3,653+409.6% | $2,440+663.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,171 | $4,251+21.6% | $5,794-10.8% | $5,124+0.9% |