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 | $170,945 | $93,571+82.7% | $135,903+25.8% | $75,163+127.4% |
| Participation rate | 93.7% | 75.2%+18.5pp | 81.9%+11.7pp | 67.2%+26.5pp |
| Annual return | 69.16% | 30.90%+38.3pp | 68.23%+0.9pp | 160.62%-91.5pp |
| Employer contribution / active EE | $29,054 | $3,537+721.5% | $4,856+498.3% | $2,670+988.2% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $10,548 | $6,975+51.2% | $10,762-2.0% | $5,651+86.7% |