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 4-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 | $72,778 | $58,208+25.0% | $81,812-11.0% | $80,856-10.0% |
| Participation rate | 86.0% | 63.4%+22.5pp | 72.3%+13.6pp | 67.6%+18.3pp |
| Annual return | 61.15% | 41.66%+19.5pp | 773.79%-712.6pp | 35.59%+25.6pp |
| Employer contribution / active EE | $5,728 | $2,340+144.8% | $2,912+96.7% | $2,755+107.9% |
| Participant deferral / active EE | $13,956 | $3,281+325.4% | $4,319+223.2% | $4,296+224.9% |
| Admin fee / account holder | $3,404 | $4,981-31.7% | $7,386-53.9% | $6,918-50.8% |