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 | $54,425 | $72,277-24.7% | $101,248-46.2% | $79,858-31.8% |
| Participation rate | 82.5% | 68.5%+14.0pp | 75.8%+6.6pp | 69.6%+12.8pp |
| Annual return | 75.08% | 22.30%+52.8pp | 46.47%+28.6pp | 31.71%+43.4pp |
| Employer contribution / active EE | $14,394 | $2,692+434.8% | $3,660+293.3% | $2,471+482.6% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,536 | $4,400+3.1% | $5,945-23.7% | $5,306-14.5% |