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 | $156,493 | $73,933+111.7% | $96,683+61.9% | $75,163+108.2% |
| Participation rate | 87.8% | 66.4%+21.3pp | 74.3%+13.4pp | 67.2%+20.6pp |
| Annual return | 100.48% | 26.70%+73.8pp | 35.69%+64.8pp | 160.62%-60.1pp |
| Employer contribution / active EE | $16,863 | $2,928+476.0% | $3,737+351.3% | $2,670+531.6% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $5,044 | $5,216-3.3% | $6,730-25.0% | $5,651-10.7% |