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 | $63,079 | $98,750-36.1% | $149,696-57.9% | $79,858-21.0% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.5%+16.4pp | 69.6%+29.2pp |
| Annual return | 26.61% | 27.43%-0.8pp | 276.60%-250.0pp | 31.71%-5.1pp |
| Employer contribution / active EE | $12,653 | $3,216+293.4% | $4,644+172.4% | $2,471+412.1% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,136 | $6,053-15.1% | $9,309-44.8% | $5,306-3.2% |