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 8-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 | $219,247 | $81,208+170.0% | $98,907+121.7% | $79,858+174.5% |
| Participation rate | 98.1% | 72.5%+25.6pp | 76.0%+22.1pp | 69.6%+28.4pp |
| Annual return | 90.67% | 60.99%+29.7pp | 196.43%-105.8pp | 31.71%+59.0pp |
| Employer contribution / active EE | $8,059 | $1,960+311.2% | $2,689+199.7% | $2,471+226.2% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,080 | $6,013-48.8% | $6,642-53.6% | $5,306-41.9% |