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 | $78,381 | $84,233-6.9% | $170,442-54.0% | $70,131+11.8% |
| Participation rate | 84.1% | 70.8%+13.3pp | 83.6%+0.5pp | 69.5%+14.5pp |
| Annual return | 226.07% | 23.06%+203.0pp | 205.93%+20.1pp | 73.14%+152.9pp |
| Employer contribution / active EE | $16,727 | $3,387+393.9% | $5,433+207.9% | $2,342+614.1% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,711 | $5,698-70.0% | $13,880-87.7% | $4,645-63.2% |