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 9-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 | $211,957 | $72,277+193.3% | $101,248+109.3% | $79,858+165.4% |
| Participation rate | 97.7% | 68.5%+29.2pp | 75.8%+21.9pp | 69.6%+28.1pp |
| Annual return | 46.08% | 22.30%+23.8pp | 46.47%-0.4pp | 31.71%+14.4pp |
| Employer contribution / active EE | $3,199 | $2,692+18.9% | $3,660-12.6% | $2,471+29.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,817 | $4,400-58.7% | $5,945-69.4% | $5,306-65.8% |