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 6-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 | $201,363 | $73,933+172.4% | $96,683+108.3% | $75,163+167.9% |
| Participation rate | 98.3% | 66.4%+31.9pp | 74.3%+24.0pp | 67.2%+31.1pp |
| Annual return | 111.63% | 26.70%+84.9pp | 35.69%+75.9pp | 160.62%-49.0pp |
| Employer contribution / active EE | $16,446 | $2,928+461.7% | $3,737+340.1% | $2,670+516.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $6,047 | $5,216+15.9% | $6,730-10.1% | $5,651+7.0% |