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 | $81,464 | $98,750-17.5% | $149,696-45.6% | $79,858+2.0% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.5%+10.9pp | 69.6%+23.7pp |
| Annual return | 149.84% | 27.43%+122.4pp | 276.60%-126.8pp | 31.71%+118.1pp |
| Employer contribution / active EE | $18,653 | $3,216+479.9% | $4,644+301.6% | $2,471+654.9% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7,485 | $6,053+23.7% | $9,309-19.6% | $5,306+41.1% |