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 4-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 | $187,503 | $80,968+131.6% | $96,544+94.2% | $75,163+149.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 168.84% | 27.06%+141.8pp | 25.84%+143.0pp | 160.62%+8.2pp |
| Employer contribution / active EE | $67,686 | $2,282+2866.4% | $2,965+2182.9% | $2,670+2435.3% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $54,933 | $6,724+716.9% | $8,252+565.7% | $5,651+872.1% |