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 | $192,180 | $73,933+159.9% | $96,683+98.8% | $75,163+155.7% |
| Participation rate | 98.0% | 66.4%+31.6pp | 74.3%+23.7pp | 67.2%+30.8pp |
| Annual return | 57.45% | 26.70%+30.7pp | 35.69%+21.8pp | 160.62%-103.2pp |
| Employer contribution / active EE | $16,810 | $2,928+474.2% | $3,737+349.9% | $2,670+529.6% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $5,058 | $5,216-3.0% | $6,730-24.8% | $5,651-10.5% |