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 | $229,588 | $133,922+71.4% | $116,228+97.5% | $142,382+61.2% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.6%+19.2pp | 80.1%+13.6pp |
| Annual return | 15.26% | 147.76%-132.5pp | 90.06%-74.8pp | 217.08%-201.8pp |
| Employer contribution / active EE | $37,344 | $3,446+983.8% | $2,994+1147.1% | $4,299+768.6% |
| Participant deferral / active EE | $88,584 | $5,672+1461.7% | $4,953+1688.4% | $6,507+1261.3% |
| Admin fee / account holder | $154,599 | $14,945+934.5% | $11,989+1189.5% | $12,624+1124.7% |