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 | $58,234+25.0% | $81,783-11.0% | $80,874-10.0% |
| Participation rate | 86.0% | 63.4%+22.5pp | 72.4%+13.6pp | 67.6%+18.3pp |
| Annual return | 61.15% | 41.70%+19.4pp | 775.05%-713.9pp | 35.62%+25.5pp |
| Employer contribution / active EE | $5,728 | $2,341+144.7% | $2,913+96.7% | $2,756+107.9% |
| Participant deferral / active EE | $13,956 | $3,283+325.1% | $4,320+223.0% | $4,297+224.8% |
| Admin fee / account holder | $3,404 | $4,982-31.7% | $7,380-53.9% | $6,935-50.9% |