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 5-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 | $80,636 | $61,272+31.6% | $149,673-46.1% | $71,457+12.8% |
| Participation rate | 90.0% | 62.5%+27.5pp | 78.8%+11.2pp | 67.9%+22.1pp |
| Annual return | 151.58% | 35.85%+115.7pp | 134.42%+17.2pp | 28.85%+122.7pp |
| Employer contribution / active EE | $8,305 | $2,378+249.2% | $4,818+72.4% | $2,588+221.0% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $4,267 | $1,261+238.3% | $13,210-67.7% | $1,587+168.8% |