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 5-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 | $54,375 | $80,968-32.8% | $96,544-43.7% | $75,163-27.7% |
| Participation rate | 89.5% | 71.8%+17.7pp | 76.0%+13.5pp | 67.2%+22.3pp |
| Annual return | 267.59% | 27.06%+240.5pp | 25.84%+241.7pp | 160.62%+107.0pp |
| Employer contribution / active EE | $2,671 | $2,282+17.0% | $2,965-9.9% | $2,6700% |
| Participant deferral / active EE | $6,629 | $3,928+68.8% | $4,851+36.7% | $4,125+60.7% |
| Admin fee / account holder | $8,177 | $6,724+21.6% | $8,252-0.9% | $5,651+44.7% |