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 | $147,917 | $51,175+189.0% | $70,515+109.8% | $75,163+96.8% |
| Participation rate | 91.8% | 60.9%+30.9pp | 68.3%+23.5pp | 67.2%+24.6pp |
| Annual return | 28.45% | 30.02%-1.6pp | 32.77%-4.3pp | 160.62%-132.2pp |
| Employer contribution / active EE | $13,331 | $1,826+630.0% | $2,973+348.3% | $2,670+399.3% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $6,584 | $4,091+61.0% | $6,412+2.7% | $5,651+16.5% |